+225.5%
GWW vs TRI
-10.0%
+235.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.4% |
| 7D | -3.4% | -7.9% | +4.5% | -2.1% |
| 30D | -1.9% | -4.5% | +2.6% | -1.3% |
| 3M | -2.4% | +22.1% | -24.5% | -6.5% |
| 6M | +15.7% | -2.8% | +18.5% | +15.8% |
| YTD | +27.6% | -23.4% | +51.0% | +37.4% |
| 1Y | +27.2% | -41.5% | +68.7% | +51.3% |
| 3Y | +89.7% | -19.2% | +108.9% | +85.1% |
| All | +225.5% | -10.0% | +235.5% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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