+221.8%
GWW vs BIDU
-45.6%
+267.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -3.1% | -5.2% | +2.1% | -2.9% |
| 30D | -2.3% | -14.5% | +12.2% | -1.7% |
| 3M | -3.3% | -22.9% | +19.6% | -2.3% |
| 6M | +15.4% | -27.8% | +43.2% | +16.7% |
| YTD | +26.7% | -30.7% | +57.4% | +28.3% |
| 1Y | +29.0% | -15.8% | +44.8% | +29.0% |
| 3Y | +89.0% | -33.2% | +122.2% | +89.1% |
| 5Y | +221.8% | -44.8% | +266.6% | +223.2% |
| All | +221.8% | -45.6% | +267.4% | +223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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