+221.8%
GWW vs BB
-29.9%
+251.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.4% |
| 7D | -3.1% | -2.1% | -1.1% | -3.0% |
| 30D | -2.3% | -16.0% | +13.7% | -1.1% |
| 3M | -3.3% | -14.5% | +11.2% | -2.9% |
| 6M | +15.4% | +118.6% | -103.2% | +5.7% |
| YTD | +26.7% | +98.9% | -72.2% | +17.0% |
| 1Y | +29.0% | +99.5% | -70.5% | +18.6% |
| 3Y | +89.0% | +65.4% | +23.6% | +71.5% |
| 5Y | +221.8% | -27.6% | +249.4% | +208.1% |
| All | +221.8% | -29.9% | +251.6% | +208.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling