+225.5%
GWW vs BNS
+94.7%
+130.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | -1.9% | +3.5% | -5.4% | -3.4% |
| 3M | -2.4% | +14.1% | -16.5% | -7.9% |
| 6M | +15.7% | +33.8% | -18.1% | +1.9% |
| YTD | +27.6% | +29.5% | -1.9% | +13.8% |
| 1Y | +27.2% | +48.4% | -21.2% | +6.8% |
| 3Y | +89.7% | +129.6% | -39.9% | +29.9% |
| All | +225.5% | +94.7% | +130.8% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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