+93.3%
GWW vs IBN
+57.3%
+35.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +3.6% | +1.9% | +1.7% | +3.2% |
| 30D | +12.1% | +22.1% | -10.0% | +7.7% |
| 3M | +12.9% | +17.1% | -4.2% | +9.3% |
| 6M | +19.3% | +35.5% | -16.2% | +12.1% |
| YTD | +48.7% | +16.8% | +31.9% | +43.2% |
| 1Y | +60.5% | +12.4% | +48.1% | +55.5% |
| 3Y | +93.3% | +58.0% | +35.2% | +77.7% |
| All | +93.3% | +57.3% | +35.9% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling