+2,883.5%
GE vs GWW
+14,492.5%
-11,609.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -1.6% | +1.4% | -3.0% | -2.2% |
| 30D | -11.6% | +3.3% | -14.8% | -12.9% |
| 3M | +3.0% | +2.9% | +0.1% | +1.4% |
| 6M | -0.5% | +15.8% | -16.3% | -7.2% |
| YTD | +9.7% | +32.0% | -22.3% | -3.9% |
| 1Y | +20.0% | +29.9% | -9.9% | +5.5% |
| 3Y | +275.8% | +91.1% | +184.8% | +174.9% |
| 5Y | +429.1% | +223.9% | +205.1% | +199.3% |
| 10Y | +151.2% | +567.0% | -415.9% | -1.4% |
| All | +2,883.5% | +14,492.5% | -11,609.0% | +222.5% |
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