+3,993.8%
GWW vs IBN
+1,760.3%
+2,233.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.3% |
| 3M | +12.9% | +17.1% | -4.2% | +9.8% |
| 6M | +19.3% | +35.5% | -16.2% | +13.1% |
| YTD | +48.7% | +16.8% | +31.9% | +44.4% |
| 1Y | +60.5% | +12.4% | +48.1% | +56.9% |
| 3Y | +93.3% | +58.0% | +35.2% | +77.1% |
| 5Y | +219.0% | +73.7% | +145.2% | +186.5% |
| 10Y | +659.0% | +385.6% | +273.4% | +451.8% |
| All | +3,993.8% | +1,760.3% | +2,233.4% | +2,099.5% |
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