+222.6%
GWW vs BWA
+89.5%
+133.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -1.4% | -5.6% | +4.1% | -0.2% |
| 3M | -3.6% | -10.7% | +7.1% | -1.4% |
| 6M | +15.1% | +23.2% | -8.1% | +8.2% |
| YTD | +27.5% | +46.0% | -18.5% | +13.2% |
| 1Y | +29.6% | +51.2% | -21.6% | +13.8% |
| 3Y | +90.1% | +69.6% | +20.5% | +58.0% |
| 5Y | +222.6% | +86.6% | +136.0% | +154.6% |
| All | +222.6% | +89.5% | +133.1% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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