+9.7%
GE vs GWW
+59.1%
-49.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +2.7% | +3.6% | -0.9% | +1.6% |
| 30D | +8.1% | +12.1% | -4.0% | +4.7% |
| 3M | -7.9% | +12.9% | -20.8% | -10.9% |
| 6M | +12.9% | +19.3% | -6.4% | +7.0% |
| YTD | +8.2% | +48.7% | -40.5% | -1.2% |
| 1Y | +9.7% | +60.5% | -50.8% | +1.8% |
| All | +9.7% | +59.1% | -49.5% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling