+4,636.2%
GWW vs LII
+2,734.1%
+1,902.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.1% |
| 7D | +6.0% | -0.6% | +6.6% | +6.2% |
| 30D | +14.0% | -4.6% | +18.6% | +15.4% |
| 3M | +12.5% | -21.2% | +33.8% | +20.8% |
| 6M | +23.6% | -36.4% | +60.1% | +40.3% |
| YTD | +43.6% | -28.9% | +72.5% | +56.3% |
| 1Y | +52.5% | -29.5% | +82.0% | +66.3% |
| 3Y | +92.6% | -8.6% | +101.1% | +89.1% |
| 5Y | +219.0% | +20.2% | +198.8% | +182.5% |
| 10Y | +713.8% | +166.2% | +547.6% | +460.4% |
| All | +4,636.2% | +2,734.1% | +1,902.1% | +1,493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling