+222.6%
GWW vs ALK
-28.1%
+250.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -0.5% | -3.0% | +2.5% | +0.1% |
| 30D | -1.4% | -14.6% | +13.2% | +1.4% |
| 3M | -3.6% | -10.6% | +6.9% | -2.3% |
| 6M | +15.1% | -6.7% | +21.8% | +14.8% |
| YTD | +27.5% | -19.8% | +47.2% | +30.4% |
| 1Y | +29.6% | -35.2% | +64.8% | +38.0% |
| 3Y | +90.1% | +1.4% | +88.7% | +75.6% |
| 5Y | +222.6% | -30.7% | +253.3% | +213.3% |
| All | +222.6% | -28.1% | +250.7% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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