+786.0%
GWW vs FND
+57.9%
+728.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.4% |
| 7D | +3.6% | -6.8% | +10.4% | +5.0% |
| 30D | +12.1% | +8.0% | +4.1% | +10.1% |
| 3M | +12.9% | -18.9% | +31.8% | +17.3% |
| 6M | +19.3% | +4.7% | +14.6% | +16.5% |
| YTD | +48.7% | -21.6% | +70.3% | +53.0% |
| 1Y | +60.5% | -22.0% | +82.5% | +65.2% |
| 3Y | +93.3% | -40.4% | +133.7% | +102.9% |
| 5Y | +219.0% | -63.8% | +282.8% | +258.0% |
| All | +786.0% | +57.9% | +728.1% | +646.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling