+57.1%
GWW vs AS
+3.3%
+53.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.1% | +1.4% | +5.9% |
| 7D | +11.1% | +13.8% | -2.7% | +9.6% |
| 30D | +15.7% | +16.7% | -0.9% | +13.9% |
| 3M | +14.8% | -11.5% | +26.3% | +15.8% |
| 6M | +30.9% | -5.5% | +36.4% | +31.0% |
| YTD | +48.5% | -14.2% | +62.7% | +48.4% |
| 1Y | +57.1% | +2.1% | +55.0% | +59.4% |
| All | +57.1% | +3.3% | +53.8% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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