+88.4%
GWW vs BB
+62.2%
+26.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.5% |
| 7D | -3.1% | -2.1% | -1.1% | -3.1% |
| 30D | -2.3% | -16.0% | +13.7% | -1.6% |
| 3M | -3.3% | -14.5% | +11.2% | -3.2% |
| 6M | +15.4% | +118.6% | -103.2% | +8.8% |
| YTD | +26.7% | +98.9% | -72.2% | +20.1% |
| 1Y | +29.0% | +99.5% | -70.5% | +21.9% |
| All | +88.4% | +62.2% | +26.3% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling