+217.7%
GWW vs ACWI
+54.8%
+162.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.0% | -2.4% | +8.4% | +7.9% |
| 30D | +14.0% | -5.2% | +19.2% | +18.5% |
| 3M | +12.5% | -4.8% | +17.4% | +16.5% |
| 6M | +23.6% | -1.3% | +25.0% | +24.2% |
| YTD | +43.6% | +8.4% | +35.2% | +34.0% |
| 1Y | +52.5% | +11.0% | +41.5% | +39.7% |
| 3Y | +92.6% | +70.6% | +22.0% | +25.9% |
| All | +217.7% | +54.8% | +162.9% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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