+648.4%
GWW vs AR
+52.4%
+596.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.3% | -1.9% | +2.0% |
| 7D | +5.5% | -5.8% | +11.3% | +6.1% |
| 30D | +14.4% | +4.8% | +9.6% | +13.7% |
| 3M | +13.7% | +1.5% | +12.2% | +13.3% |
| 6M | +20.1% | +4.7% | +15.4% | +19.1% |
| YTD | +47.1% | +9.2% | +37.9% | +44.8% |
| 1Y | +56.2% | +11.2% | +45.1% | +53.3% |
| 3Y | +90.5% | +46.2% | +44.3% | +79.3% |
| 5Y | +221.2% | +98.1% | +123.2% | +187.8% |
| 10Y | +648.4% | +54.5% | +593.9% | +496.0% |
| All | +648.4% | +52.4% | +596.0% | +496.0% |
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