+60.5%
GWW vs BN
-11.7%
+72.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +3.6% | -1.0% | +4.5% | +3.7% |
| 30D | +12.1% | +14.0% | -1.8% | +9.5% |
| 3M | +12.9% | -9.0% | +21.9% | +14.6% |
| 6M | +19.3% | -8.8% | +28.1% | +21.0% |
| YTD | +48.7% | -10.3% | +59.0% | +48.7% |
| 1Y | +60.5% | -5.8% | +66.3% | +58.3% |
| All | +60.5% | -11.7% | +72.2% | +58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling