+92.6%
GWW vs FGI
+1.5%
+91.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.7% |
| 7D | +6.0% | -7.0% | +13.0% | +6.0% |
| 30D | +14.0% | -4.2% | +18.3% | +14.0% |
| 3M | +12.5% | +55.6% | -43.1% | +12.5% |
| 6M | +23.6% | -3.2% | +26.8% | +23.5% |
| YTD | +43.6% | +29.1% | +14.5% | +43.5% |
| 1Y | +52.5% | +51.0% | +1.5% | +52.6% |
| 3Y | +92.6% | +1.5% | +91.1% | +101.1% |
| All | +92.6% | +1.5% | +91.1% | +101.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling