+669.9%
GWW vs ESI
+318.1%
+351.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +3.6% | +5.5% | -2.0% | +1.8% |
| 30D | +12.1% | -7.8% | +19.9% | +14.2% |
| 3M | +12.9% | -15.0% | +27.9% | +17.4% |
| 6M | +19.3% | -24.9% | +44.2% | +27.4% |
| YTD | +48.7% | +33.2% | +15.5% | +28.3% |
| 1Y | +60.5% | +24.9% | +35.6% | +41.3% |
| 3Y | +93.3% | +77.8% | +15.5% | +45.3% |
| 5Y | +219.0% | +37.1% | +181.8% | +157.2% |
| All | +669.9% | +318.1% | +351.8% | +292.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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