+557.4%
GWW vs BN
+263.5%
+293.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | -3.1% | -5.9% | +2.7% | -0.8% |
| 30D | -2.3% | -15.1% | +12.7% | +4.1% |
| 3M | -3.3% | -14.6% | +11.3% | +2.7% |
| 6M | +15.4% | -8.4% | +23.8% | +18.6% |
| YTD | +26.7% | -16.8% | +43.6% | +34.6% |
| 1Y | +29.0% | -14.4% | +43.3% | +34.8% |
| 3Y | +89.0% | +70.1% | +18.9% | +43.2% |
| 5Y | +221.8% | +33.5% | +188.2% | +162.8% |
| All | +557.4% | +263.5% | +293.8% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling