+225.5%
GWW vs INDA
+5.7%
+219.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.1% |
| YTD | +27.6% | -10.1% | +37.7% | +33.7% |
| 1Y | +27.2% | -8.8% | +36.0% | +32.2% |
| 3Y | +89.7% | +7.6% | +82.1% | +78.2% |
| All | +225.5% | +5.7% | +219.8% | +198.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling