+221.8%
GWW vs TRGP
+627.0%
-405.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -3.1% | -0.6% | -2.6% | -3.0% |
| 30D | -2.3% | +10.0% | -12.3% | -4.5% |
| 3M | -3.3% | +7.6% | -10.9% | -5.2% |
| 6M | +15.4% | +26.8% | -11.4% | +8.4% |
| YTD | +26.7% | +60.6% | -33.8% | +12.4% |
| 1Y | +29.0% | +82.5% | -53.5% | +10.5% |
| 3Y | +89.0% | +265.0% | -176.0% | +32.9% |
| 5Y | +221.8% | +645.9% | -424.1% | +88.4% |
| All | +221.8% | +627.0% | -405.2% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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