+208.2%
GWW vs S
-57.1%
+265.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -3.4% | -0.7% | -2.7% | -3.3% |
| 30D | -1.9% | -11.4% | +9.5% | -1.2% |
| 3M | -2.4% | +33.8% | -36.2% | -4.7% |
| 6M | +15.7% | +39.5% | -23.8% | +12.2% |
| YTD | +27.6% | +31.7% | -4.1% | +24.0% |
| 1Y | +27.2% | +7.0% | +20.2% | +25.5% |
| 3Y | +89.7% | +11.8% | +77.9% | +83.9% |
| 5Y | +223.9% | -69.0% | +292.9% | +222.1% |
| All | +208.2% | -57.1% | +265.3% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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