+561.8%
GWW vs BRKR
+155.3%
+406.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -3.4% | -8.7% | +5.3% | -1.3% |
| 30D | -1.9% | -9.9% | +7.9% | +0.2% |
| 3M | -2.4% | -3.1% | +0.7% | -3.0% |
| 6M | +15.7% | +45.5% | -29.8% | +2.9% |
| YTD | +27.6% | +13.7% | +13.9% | +19.9% |
| 1Y | +27.2% | +67.4% | -40.2% | +7.6% |
| 3Y | +89.7% | -13.2% | +102.9% | +81.0% |
| 5Y | +223.9% | -39.5% | +263.4% | +237.3% |
| All | +561.8% | +155.3% | +406.4% | +348.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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