+221.8%
GWW vs SPXU
-85.5%
+307.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.1% |
| 7D | -3.1% | +6.4% | -9.5% | -1.6% |
| 30D | -2.3% | +5.9% | -8.3% | -0.8% |
| 3M | -3.3% | -11.7% | +8.4% | -6.0% |
| 6M | +15.4% | -28.7% | +44.1% | +6.8% |
| YTD | +26.7% | -26.4% | +53.1% | +18.8% |
| 1Y | +29.0% | -35.2% | +64.2% | +17.5% |
| 3Y | +89.0% | -79.8% | +168.8% | +36.6% |
| 5Y | +221.8% | -86.1% | +307.8% | +135.5% |
| All | +221.8% | -85.5% | +307.3% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling