+225.5%
GWW vs PNR
-21.7%
+247.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.8% |
| 7D | -3.4% | -6.0% | +2.7% | -1.0% |
| 30D | -1.9% | -14.0% | +12.1% | +3.9% |
| 3M | -2.4% | -21.7% | +19.3% | +6.2% |
| 6M | +15.7% | -37.3% | +53.0% | +37.5% |
| YTD | +27.6% | -45.1% | +72.7% | +59.6% |
| 1Y | +27.2% | -49.1% | +76.3% | +64.6% |
| 3Y | +89.7% | -14.8% | +104.5% | +89.3% |
| All | +225.5% | -21.7% | +247.2% | +226.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 5y: compounded portfolio wealth divided by compounded PNR 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…
5y analysis · Full analysis span regression · 6 months rolling