+6,907.6%
GWW vs MDY
+2,644.5%
+4,263.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.2% |
| 7D | -1.5% | +1.0% | -2.6% | -2.3% |
| 30D | +1.1% | -3.1% | +4.2% | +3.5% |
| 3M | -1.0% | +1.8% | -2.8% | -2.4% |
| 6M | +16.3% | +10.8% | +5.5% | +7.6% |
| YTD | +28.5% | +14.4% | +14.1% | +16.1% |
| 1Y | +30.3% | +15.2% | +15.1% | +17.0% |
| 3Y | +91.6% | +51.2% | +40.4% | +39.8% |
| 5Y | +224.0% | +47.2% | +176.7% | +138.6% |
| 10Y | +551.3% | +171.1% | +380.2% | +204.4% |
| All | +6,907.6% | +2,644.5% | +4,263.1% | +707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling