+93.3%
GWW vs BEN
+86.4%
+6.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.0% |
| 3M | +12.9% | +7.5% | +5.4% | +10.9% |
| 6M | +19.3% | +14.7% | +4.6% | +15.1% |
| YTD | +48.7% | +56.1% | -7.4% | +32.7% |
| 1Y | +60.5% | +69.6% | -9.1% | +40.5% |
| 3Y | +93.3% | +87.7% | +5.6% | +63.6% |
| All | +93.3% | +86.4% | +6.9% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling