+224.0%
GWW vs IBB
+20.0%
+204.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.9% |
| 7D | -1.5% | -1.7% | +0.1% | -1.0% |
| 30D | +1.1% | +4.9% | -3.8% | -0.7% |
| 3M | -1.0% | +24.2% | -25.2% | -8.8% |
| 6M | +16.3% | +23.8% | -7.5% | +6.9% |
| YTD | +28.5% | +23.0% | +5.6% | +18.3% |
| 1Y | +30.3% | +46.2% | -15.9% | +12.1% |
| 3Y | +91.6% | +64.8% | +26.8% | +55.5% |
| 5Y | +224.0% | +20.9% | +203.1% | +161.5% |
| All | +224.0% | +20.0% | +204.0% | +161.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling