+561.8%
GWW vs INDA
+84.7%
+477.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | -3.4% | -2.7% | -0.7% | -2.1% |
| 30D | -1.9% | -2.8% | +0.9% | -0.7% |
| 3M | -2.4% | +1.6% | -4.0% | -3.2% |
| 6M | +15.7% | -1.4% | +17.1% | +16.2% |
| YTD | +27.6% | -10.1% | +37.7% | +33.5% |
| 1Y | +27.2% | -8.8% | +36.0% | +32.0% |
| 3Y | +89.7% | +7.6% | +82.1% | +81.0% |
| 5Y | +223.9% | +5.8% | +218.1% | +209.7% |
| All | +561.8% | +84.7% | +477.1% | +386.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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