+1,946.1%
GWW vs BTG
+373.5%
+1,572.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | -3.4% | -3.8% | +0.4% | -3.3% |
| 30D | -1.9% | +3.6% | -5.5% | -2.0% |
| 3M | -2.4% | +32.0% | -34.4% | -3.3% |
| 6M | +15.7% | +3.4% | +12.4% | +15.3% |
| YTD | +27.6% | +20.8% | +6.8% | +26.5% |
| 1Y | +27.2% | +22.4% | +4.8% | +25.9% |
| 3Y | +89.7% | +91.7% | -2.0% | +84.4% |
| 5Y | +223.9% | +79.0% | +144.9% | +214.0% |
| 10Y | +567.1% | +152.6% | +414.6% | +532.0% |
| All | +1,946.1% | +373.5% | +1,572.6% | +1,870.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling