+210.8%
GGLL vs WU
-31.0%
+241.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.4% |
| 7D | +7.7% | -2.0% | +9.7% | +8.1% |
| 30D | -30.2% | +11.4% | -41.6% | -32.2% |
| 3M | -31.3% | -6.8% | -24.4% | -30.3% |
| 6M | -52.1% | -14.6% | -37.5% | -50.9% |
| YTD | -25.9% | -20.6% | -5.2% | -22.6% |
| 1Y | -8.5% | -15.4% | +6.9% | -6.9% |
| 3Y | +165.5% | -23.6% | +189.2% | +169.8% |
| All | +210.8% | -31.0% | +241.8% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling