+30.7%
GWW vs AR
+21.0%
+9.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.7% |
| 7D | -1.5% | -1.8% | +0.3% | -1.6% |
| 30D | +1.1% | +12.6% | -11.5% | +1.7% |
| 3M | -1.0% | +10.0% | -11.0% | -0.3% |
| 6M | +16.3% | +0.6% | +15.7% | +16.3% |
| YTD | +28.5% | +13.4% | +15.1% | +28.3% |
| All | +30.7% | +21.0% | +9.6% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling