+230.2%
GWW vs ALLE
+13.7%
+216.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | +3.3% | -6.8% | +10.1% | +6.5% |
| 3M | +2.9% | +21.0% | -18.1% | -6.8% |
| 6M | +15.8% | +1.1% | +14.7% | +14.1% |
| YTD | +32.0% | -0.5% | +32.6% | +30.5% |
| 1Y | +29.9% | -7.3% | +37.2% | +32.8% |
| 3Y | +91.1% | +42.3% | +48.8% | +54.4% |
| All | +230.2% | +13.7% | +216.5% | +182.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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