+33.9%
GWW vs SOLS
+22.7%
+11.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -2.7% |
| 7D | -1.5% | +4.5% | -6.1% | -1.8% |
| 30D | +1.1% | +6.0% | -4.9% | +0.8% |
| 3M | -1.0% | -19.7% | +18.7% | +0.3% |
| 6M | +16.3% | -10.4% | +26.7% | +16.1% |
| YTD | +28.5% | +33.3% | -4.7% | +24.2% |
| All | +33.9% | +22.7% | +11.2% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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