+91.6%
GWW vs ACI
-43.5%
+135.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.6% | -2.5% |
| 7D | -1.5% | -2.6% | +1.0% | -1.4% |
| 30D | +1.1% | +1.1% | 0.0% | +1.1% |
| 3M | -1.0% | -23.6% | +22.7% | +1.0% |
| 6M | +16.3% | -29.9% | +46.3% | +19.7% |
| YTD | +28.5% | -26.9% | +55.4% | +31.3% |
| 1Y | +30.3% | -34.2% | +64.5% | +34.1% |
| 3Y | +91.6% | -43.6% | +135.2% | +98.9% |
| All | +91.6% | -43.5% | +135.1% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling