+2,371.3%
D vs GWW
+15,800.4%
-13,429.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | +3.0% | +6.2% | -3.2% | +1.7% |
| 30D | +11.5% | +14.2% | -2.7% | +8.4% |
| 3M | +3.7% | +12.7% | -9.0% | +1.1% |
| 6M | +13.5% | +23.9% | -10.3% | +8.2% |
| YTD | +20.7% | +43.9% | -23.1% | +11.2% |
| 1Y | +18.2% | +52.7% | -34.5% | +7.5% |
| 3Y | +73.3% | +92.9% | -19.6% | +48.4% |
| 5Y | +12.3% | +219.6% | -207.3% | -14.7% |
| 10Y | +43.4% | +715.2% | -671.8% | -13.0% |
| All | +2,371.3% | +15,800.4% | -13,429.0% | +810.6% |
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