+222.6%
GWW vs BEN
+40.0%
+182.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -0.5% | +3.4% | -3.8% | -1.4% |
| 30D | -1.4% | +1.8% | -3.2% | -2.0% |
| 3M | -3.6% | +8.4% | -12.0% | -6.3% |
| 6M | +15.1% | +35.6% | -20.5% | +4.0% |
| YTD | +27.5% | +46.4% | -18.9% | +12.4% |
| 1Y | +29.6% | +46.3% | -16.7% | +14.1% |
| 3Y | +90.1% | +54.6% | +35.4% | +60.3% |
| 5Y | +222.6% | +39.4% | +183.2% | +174.4% |
| All | +222.6% | +40.0% | +182.6% | +174.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling