+89.7%
GWW vs RRX
+5.4%
+84.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | 0.0% |
| 7D | -3.4% | -0.3% | -3.0% | -3.3% |
| 30D | -1.9% | -6.1% | +4.2% | -0.8% |
| 3M | -2.4% | -23.1% | +20.7% | +1.8% |
| 6M | +15.7% | -19.5% | +35.3% | +18.2% |
| YTD | +27.6% | +16.1% | +11.5% | +19.8% |
| 1Y | +27.2% | +12.9% | +14.3% | +19.6% |
| 3Y | +89.7% | +7.9% | +81.7% | +79.6% |
| All | +89.7% | +5.4% | +84.3% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling