+3,437.5%
GWW vs IBN
+1,491.4%
+1,946.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.1% | -2.2% |
| 7D | -1.5% | -2.2% | +0.7% | -1.2% |
| 30D | +1.1% | -2.3% | +3.4% | +1.5% |
| 3M | -1.0% | +15.9% | -16.9% | -3.5% |
| 6M | +16.3% | +5.6% | +10.7% | +15.1% |
| YTD | +28.5% | -0.1% | +28.6% | +28.3% |
| 1Y | +30.3% | -6.5% | +36.8% | +31.3% |
| 3Y | +91.6% | +29.3% | +62.3% | +81.8% |
| 5Y | +224.0% | +56.6% | +167.4% | +196.0% |
| 10Y | +551.3% | +314.4% | +236.9% | +385.8% |
| All | +3,437.5% | +1,491.4% | +1,946.1% | +1,853.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling