+26.3%
GWW vs IBN
-7.6%
+34.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -3.1% | -5.5% | +2.3% | -2.1% |
| 30D | -2.3% | -3.4% | +1.1% | -1.7% |
| 3M | -3.3% | +8.7% | -12.0% | -5.0% |
| 6M | +15.4% | +3.7% | +11.7% | +13.3% |
| YTD | +26.7% | -2.4% | +29.1% | +25.0% |
| All | +26.3% | -7.6% | +34.0% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling