+30.3%
GWW vs LII
-32.7%
+63.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.3% |
| 7D | -1.5% | +2.1% | -3.6% | -2.0% |
| 30D | +1.1% | -12.4% | +13.5% | +4.2% |
| 3M | -1.0% | -24.8% | +23.8% | +5.0% |
| 6M | +16.3% | -25.2% | +41.5% | +22.7% |
| YTD | +28.5% | -20.3% | +48.8% | +32.8% |
| 1Y | +30.3% | -32.9% | +63.2% | +38.7% |
| All | +30.3% | -32.7% | +63.0% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling