+4,288.7%
GWW vs EXEL
+273.2%
+4,015.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.4% | +8.4% | -7.0% | +0.5% |
| 30D | +3.3% | +4.1% | -0.8% | +2.7% |
| 3M | +2.9% | +12.4% | -9.5% | +1.4% |
| 6M | +15.8% | +41.5% | -25.8% | +11.1% |
| YTD | +32.0% | +34.6% | -2.6% | +27.2% |
| 1Y | +29.9% | +57.9% | -28.0% | +22.7% |
| 3Y | +91.1% | +159.5% | -68.4% | +68.7% |
| 5Y | +223.9% | +198.5% | +25.5% | +178.4% |
| 10Y | +567.0% | +411.4% | +155.7% | +410.9% |
| All | +4,288.7% | +273.2% | +4,015.6% | +2,170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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