+29.9%
GWW vs RRX
+14.9%
+15.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.4% | +3.4% | -2.1% | +0.9% |
| 30D | +3.3% | -11.1% | +14.4% | +5.0% |
| 3M | +2.9% | -23.7% | +26.7% | +6.5% |
| 6M | +15.8% | -22.0% | +37.8% | +17.5% |
| YTD | +32.0% | +16.5% | +15.6% | +23.7% |
| 1Y | +29.9% | +11.5% | +18.4% | +22.0% |
| All | +29.9% | +14.9% | +15.0% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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