+10.3%
GLXY vs GWW
+18.9%
-8.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -6.8% |
| 7D | +4.5% | -0.5% | +5.0% | +4.6% |
| 30D | +28.8% | -1.4% | +30.3% | +29.1% |
| 3M | -23.0% | -3.6% | -19.4% | -22.7% |
| 6M | +17.0% | +15.1% | +1.9% | +10.7% |
| YTD | +12.5% | +27.5% | -15.0% | +2.0% |
| 1Y | -5.4% | +29.6% | -35.0% | -14.6% |
| All | +10.3% | +18.9% | -8.6% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling