+60.5%
GWW vs RBA
-5.8%
+66.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +3.6% | +1.7% | +1.8% | +3.1% |
| 30D | +12.1% | +8.3% | +3.8% | +9.8% |
| 3M | +12.9% | +10.5% | +2.4% | +9.9% |
| 6M | +19.3% | -5.9% | +25.2% | +20.2% |
| YTD | +48.7% | -6.9% | +55.6% | +46.6% |
| 1Y | +60.5% | -4.9% | +65.4% | +55.9% |
| All | +60.5% | -5.8% | +66.3% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling