+669.9%
GWW vs AR
+57.4%
+612.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +3.6% | +7.4% | -3.8% | +2.9% |
| 30D | +12.1% | +5.8% | +6.4% | +11.4% |
| 3M | +12.9% | +5.2% | +7.7% | +12.2% |
| 6M | +19.3% | +5.4% | +13.9% | +18.3% |
| YTD | +48.7% | +12.4% | +36.3% | +46.0% |
| 1Y | +60.5% | +12.8% | +47.7% | +57.4% |
| 3Y | +93.3% | +47.2% | +46.1% | +81.8% |
| 5Y | +219.0% | +101.1% | +117.8% | +185.3% |
| All | +669.9% | +57.4% | +612.5% | +512.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling