+60.5%
GWW vs AS
-3.7%
+64.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +3.6% | -4.9% | +8.4% | +4.1% |
| 30D | +12.1% | +3.9% | +8.2% | +11.7% |
| 3M | +12.9% | -9.6% | +22.5% | +13.9% |
| 6M | +19.3% | -8.7% | +28.0% | +19.9% |
| YTD | +48.7% | -19.8% | +68.6% | +49.7% |
| 1Y | +60.5% | -1.5% | +62.1% | +67.9% |
| All | +60.5% | -3.7% | +64.2% | +67.9% |
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