+15,961.7%
GWW vs BBWI
+1,144.0%
+14,817.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.2% |
| 7D | +3.6% | +0.1% | +3.4% | +3.5% |
| 30D | +12.1% | +12.9% | -0.8% | +9.1% |
| 3M | +12.9% | +16.0% | -3.1% | +8.6% |
| 6M | +19.3% | +16.6% | +2.7% | +13.6% |
| YTD | +48.7% | +9.7% | +39.0% | +41.8% |
| 1Y | +60.5% | +1.5% | +59.0% | +53.6% |
| 3Y | +93.3% | -21.4% | +114.6% | +85.9% |
| 5Y | +219.0% | -67.6% | +286.5% | +256.5% |
| 10Y | +659.0% | -46.8% | +705.8% | +542.0% |
| All | +15,961.7% | +1,144.0% | +14,817.8% | +5,534.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling