+566.5%
GWW vs RBA
+189.2%
+377.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -0.5% | -1.9% | +1.4% | +0.1% |
| 30D | -1.4% | -13.0% | +11.5% | +2.6% |
| 3M | -3.6% | -23.1% | +19.5% | +3.6% |
| 6M | +15.1% | -22.6% | +37.7% | +23.3% |
| YTD | +27.5% | -20.4% | +47.9% | +35.0% |
| 1Y | +29.6% | -29.6% | +59.2% | +42.4% |
| 3Y | +90.1% | +26.6% | +63.5% | +71.5% |
| 5Y | +222.6% | +38.2% | +184.4% | +174.5% |
| 10Y | +566.5% | +194.7% | +371.8% | +289.1% |
| All | +566.5% | +189.2% | +377.3% | +289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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