+95.0%
GWW vs BBWI
-25.1%
+120.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.4% |
| 7D | +3.7% | -4.5% | +8.2% | +4.2% |
| 30D | +13.6% | +17.1% | -3.5% | +11.8% |
| 3M | +15.4% | +17.5% | -2.1% | +13.3% |
| 6M | +21.8% | +12.8% | +9.0% | +19.6% |
| YTD | +50.0% | +8.2% | +41.9% | +47.4% |
| 1Y | +60.2% | -1.8% | +62.0% | +58.4% |
| All | +95.0% | -25.1% | +120.1% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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