+217.7%
GWW vs IWD
+68.9%
+148.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | +6.0% | -0.5% | +6.5% | +6.6% |
| 30D | +14.0% | +2.7% | +11.4% | +11.3% |
| 3M | +12.5% | +0.9% | +11.7% | +11.7% |
| 6M | +23.6% | +10.5% | +13.1% | +12.0% |
| YTD | +43.6% | +23.7% | +19.9% | +16.7% |
| 1Y | +52.5% | +28.7% | +23.8% | +19.2% |
| 3Y | +92.6% | +79.7% | +12.9% | +9.7% |
| All | +217.7% | +68.9% | +148.8% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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