+1,163.5%
C vs GWW
+14,492.5%
-13,329.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | +3.6% | +1.4% | +2.2% | +2.8% |
| 30D | +0.1% | +3.3% | -3.2% | -1.9% |
| 3M | +2.4% | +2.9% | -0.5% | +0.2% |
| 6M | +24.9% | +15.8% | +9.1% | +13.8% |
| YTD | +19.8% | +32.0% | -12.2% | +0.6% |
| 1Y | +44.9% | +29.9% | +15.0% | +22.5% |
| 3Y | +263.0% | +91.1% | +171.9% | +140.9% |
| 5Y | +129.5% | +223.9% | -94.4% | +6.4% |
| 10Y | +291.6% | +567.0% | -275.4% | +9.9% |
| All | +1,163.5% | +14,492.5% | -13,329.0% | -33.3% |
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