+561.8%
GWW vs MDY
+177.2%
+384.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -3.4% | -1.9% | -1.5% | -1.9% |
| 30D | -1.9% | -4.6% | +2.7% | +1.8% |
| 3M | -2.4% | -1.2% | -1.2% | -1.6% |
| 6M | +15.7% | +9.2% | +6.5% | +7.6% |
| YTD | +27.6% | +13.1% | +14.5% | +15.5% |
| 1Y | +27.2% | +13.0% | +14.2% | +15.1% |
| 3Y | +89.7% | +49.2% | +40.5% | +36.3% |
| 5Y | +223.9% | +47.2% | +176.7% | +132.2% |
| All | +561.8% | +177.2% | +384.6% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling