+998.2%
C vs GWW
+15,772.9%
-14,774.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | -2.4% | +6.0% | -8.4% | -5.8% |
| 30D | -6.0% | +14.0% | -20.0% | -13.1% |
| 3M | -10.5% | +12.5% | -23.1% | -16.9% |
| 6M | -5.7% | +23.6% | -29.4% | -17.6% |
| YTD | +4.1% | +43.6% | -39.5% | -17.0% |
| 1Y | +20.5% | +52.5% | -32.0% | -7.5% |
| 3Y | +208.1% | +92.6% | +115.5% | +103.3% |
| 5Y | +110.4% | +219.0% | -108.6% | -1.2% |
| 10Y | +234.6% | +713.8% | -479.2% | -16.7% |
| All | +998.2% | +15,772.9% | -14,774.6% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GWW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling