+561.8%
GWW vs IBN
+324.2%
+237.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.3% |
| 7D | -3.4% | -3.0% | -0.4% | -2.7% |
| 30D | -1.9% | -1.5% | -0.4% | -1.6% |
| 3M | -2.4% | +7.9% | -10.3% | -4.0% |
| 6M | +15.7% | +8.6% | +7.1% | +13.5% |
| YTD | +27.6% | -0.6% | +28.1% | +27.3% |
| 1Y | +27.2% | -7.3% | +34.5% | +28.6% |
| 3Y | +89.7% | +26.2% | +63.5% | +78.4% |
| 5Y | +223.9% | +57.8% | +166.1% | +189.3% |
| All | +561.8% | +324.2% | +237.6% | +413.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling