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  • GWH vs SPY✓SelectedUSD · SPYGWH vs SPY performance historyLatest closeAs of+22.22%11/10
Stock and ETF performance explorer

GWH vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
SPY return
+115.7%
Excess return
-215.7%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+22.2%-0.4%+22.6%+22.8%
7D+3.8%-0.6%+4.4%+4.5%
30D-49.1%-3.7%-45.4%-46.5%
3M-90.5%-2.7%-87.8%-90.1%
6M-92.9%+2.2%-95.1%-93.2%
YTD-97.1%+10.8%-107.9%-97.5%
1Y-98.7%+11.2%-110.0%-98.9%
3Y-99.7%+76.5%-176.2%-99.9%
5Y-100.0%+72.9%-172.9%-100.0%
All-100.0%+115.7%-215.7%-100.0%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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