+615.0%
F vs GWW
+14,492.5%
-13,877.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | +5.3% | +1.4% | +3.9% | +4.6% |
| 30D | +4.6% | +3.3% | +1.3% | +2.8% |
| 3M | -3.7% | +2.9% | -6.6% | -5.4% |
| 6M | +16.8% | +15.8% | +1.0% | +8.2% |
| YTD | +15.3% | +32.0% | -16.7% | -0.4% |
| 1Y | +31.0% | +29.9% | +1.1% | +13.8% |
| 3Y | +45.4% | +91.1% | -45.6% | +2.5% |
| 5Y | +54.7% | +223.9% | -169.3% | -16.5% |
| 10Y | +98.2% | +567.0% | -468.8% | -29.6% |
| All | +615.0% | +14,492.5% | -13,877.5% | -33.5% |
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