+4,860.3%
GWW vs IWD
+726.5%
+4,133.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.5% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +3.3% | +0.6% | +2.7% | +2.7% |
| 3M | +2.9% | +7.2% | -4.3% | -3.4% |
| 6M | +15.8% | +16.2% | -0.4% | +1.1% |
| YTD | +32.0% | +23.3% | +8.7% | +9.4% |
| 1Y | +29.9% | +29.6% | +0.3% | +3.1% |
| 3Y | +91.1% | +70.5% | +20.6% | +18.8% |
| 5Y | +223.9% | +73.5% | +150.5% | +98.5% |
| 10Y | +567.0% | +198.3% | +368.7% | +156.3% |
| All | +4,860.3% | +726.5% | +4,133.8% | +648.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling