+60.5%
GWW vs BEN
+65.1%
-4.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +3.6% | +6.8% | -3.2% | +2.0% |
| 30D | +12.1% | +18.0% | -5.9% | +8.2% |
| 3M | +12.9% | +7.5% | +5.4% | +10.9% |
| 6M | +19.3% | +14.7% | +4.6% | +15.2% |
| YTD | +48.7% | +56.1% | -7.4% | +28.0% |
| 1Y | +60.5% | +69.6% | -9.1% | +35.3% |
| All | +60.5% | +65.1% | -4.6% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling