+221.8%
GWW vs HIG
+118.8%
+103.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.7% |
| 7D | -3.1% | -2.3% | -0.9% | -2.2% |
| 30D | -2.3% | -1.2% | -1.1% | -1.8% |
| 3M | -3.3% | +6.3% | -9.6% | -6.3% |
| 6M | +15.4% | +0.6% | +14.8% | +14.5% |
| YTD | +26.7% | +0.6% | +26.1% | +25.6% |
| 1Y | +29.0% | +6.1% | +22.9% | +24.5% |
| 3Y | +89.0% | +102.0% | -13.0% | +33.6% |
| 5Y | +221.8% | +119.2% | +102.6% | +108.7% |
| All | +221.8% | +118.8% | +103.0% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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