+660.1%
GWW vs FND
+56.5%
+603.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -3.4% | -5.8% | +2.4% | -2.2% |
| 30D | -1.9% | -20.2% | +18.3% | +2.6% |
| 3M | -2.4% | -12.0% | +9.6% | -0.5% |
| 6M | +15.7% | -18.5% | +34.2% | +19.0% |
| YTD | +27.6% | -22.3% | +49.9% | +32.0% |
| 1Y | +27.2% | -47.6% | +74.8% | +42.6% |
| 3Y | +89.7% | -49.8% | +139.4% | +107.0% |
| 5Y | +223.9% | -63.0% | +286.9% | +262.5% |
| All | +660.1% | +56.5% | +603.6% | +544.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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