+177.6%
GWW vs FGI
-69.8%
+247.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.6% | -2.7% |
| 7D | -1.5% | +5.2% | -6.7% | -1.6% |
| 30D | +1.1% | +65.2% | -64.1% | +0.6% |
| 3M | -1.0% | +30.2% | -31.2% | -1.4% |
| 6M | +16.3% | +87.8% | -71.5% | +15.1% |
| YTD | +28.5% | +32.5% | -3.9% | +27.4% |
| 1Y | +30.3% | +93.6% | -63.3% | +28.6% |
| 3Y | +91.6% | -2.6% | +94.2% | +91.6% |
| All | +177.6% | -69.8% | +247.4% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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