+56.2%
GWW vs IBB
+36.9%
+19.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +5.5% | +0.8% | +4.7% | +5.5% |
| 30D | +14.4% | +5.2% | +9.2% | +13.8% |
| 3M | +13.7% | +8.6% | +5.1% | +12.5% |
| 6M | +20.1% | +27.8% | -7.8% | +14.7% |
| YTD | +47.1% | +28.8% | +18.3% | +38.9% |
| 1Y | +56.2% | +36.4% | +19.8% | +46.1% |
| All | +56.2% | +36.9% | +19.4% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling