+4,541.5%
GWW vs AU
+789.2%
+3,752.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -0.8% |
| 7D | -0.5% | +0.6% | -1.1% | -0.5% |
| 30D | -1.4% | +12.3% | -13.7% | -2.2% |
| 3M | -3.6% | +29.4% | -33.0% | -5.3% |
| 6M | +15.1% | +3.2% | +11.9% | +14.3% |
| YTD | +27.5% | +31.8% | -4.3% | +24.7% |
| 1Y | +29.6% | +83.4% | -53.8% | +24.1% |
| 3Y | +90.1% | +623.1% | -533.0% | +65.7% |
| 5Y | +222.6% | +700.5% | -477.9% | +175.7% |
| 10Y | +566.5% | +717.6% | -151.1% | +445.4% |
| All | +4,541.5% | +789.2% | +3,752.3% | +3,546.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling