+3,716.0%
GWW vs SNY
+241.9%
+3,474.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -3.4% | -3.3% | 0.0% | -2.2% |
| 30D | -1.9% | -2.2% | +0.2% | -1.2% |
| 3M | -2.4% | -3.0% | +0.6% | -1.6% |
| 6M | +15.7% | +2.7% | +13.0% | +14.2% |
| YTD | +27.6% | -6.8% | +34.4% | +30.0% |
| 1Y | +27.2% | -5.3% | +32.5% | +28.5% |
| 3Y | +89.7% | -9.8% | +99.5% | +88.4% |
| 5Y | +223.9% | +9.7% | +214.2% | +192.4% |
| 10Y | +567.1% | +64.5% | +502.6% | +405.3% |
| All | +3,716.0% | +241.9% | +3,474.0% | +1,789.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling