+13,589.0%
GWW vs GFI
+660.1%
+12,928.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.5% |
| 7D | -3.1% | -5.1% | +2.0% | -3.0% |
| 30D | -2.3% | +13.4% | -15.8% | -2.7% |
| 3M | -3.3% | +36.2% | -39.5% | -4.2% |
| 6M | +15.4% | -9.8% | +25.2% | +15.4% |
| YTD | +26.7% | +7.7% | +19.1% | +26.1% |
| 1Y | +29.0% | +27.2% | +1.8% | +27.6% |
| 3Y | +89.0% | +300.3% | -211.3% | +80.1% |
| 5Y | +221.8% | +539.8% | -318.0% | +200.3% |
| 10Y | +562.7% | +1,058.5% | -495.8% | +495.9% |
| All | +13,589.0% | +660.1% | +12,928.9% | +12,091.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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