+561.8%
GWW vs AU
+699.0%
-137.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.7% |
| 7D | -3.4% | -4.3% | +0.9% | -3.3% |
| 30D | -1.9% | +7.3% | -9.2% | -2.0% |
| 3M | -2.4% | +26.3% | -28.7% | -2.7% |
| 6M | +15.7% | +1.8% | +14.0% | +15.6% |
| YTD | +27.6% | +26.8% | +0.8% | +27.3% |
| 1Y | +27.2% | +66.7% | -39.5% | +26.8% |
| 3Y | +89.7% | +579.1% | -489.4% | +87.4% |
| 5Y | +223.9% | +689.3% | -465.4% | +218.4% |
| All | +561.8% | +699.0% | -137.2% | +601.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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