+225.5%
GWW vs GNRC
-58.7%
+284.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.3% | +0.2% |
| 7D | -3.4% | -0.2% | -3.2% | -3.3% |
| 30D | -1.9% | -15.7% | +13.8% | +0.7% |
| 3M | -2.4% | -27.3% | +24.9% | +2.1% |
| 6M | +15.7% | -12.1% | +27.8% | +16.5% |
| YTD | +27.6% | +37.1% | -9.5% | +18.6% |
| 1Y | +27.2% | -0.5% | +27.7% | +24.1% |
| 3Y | +89.7% | +61.5% | +28.2% | +67.0% |
| All | +225.5% | -58.7% | +284.2% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling