+7,267.7%
GWW vs DRI
+7,577.7%
-309.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +1.4% | +0.6% | +0.8% | +1.2% |
| 30D | +3.3% | +3.8% | -0.6% | +2.1% |
| 3M | +2.9% | +13.0% | -10.1% | -0.6% |
| 6M | +15.8% | +8.3% | +7.5% | +12.9% |
| YTD | +32.0% | +20.6% | +11.4% | +25.0% |
| 1Y | +29.9% | +6.5% | +23.4% | +26.8% |
| 3Y | +91.1% | +53.7% | +37.4% | +67.7% |
| 5Y | +223.9% | +72.7% | +151.3% | +172.3% |
| 10Y | +567.0% | +363.2% | +203.9% | +301.6% |
| All | +7,267.7% | +7,577.7% | -309.9% | +2,337.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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