+3,587.3%
GWW vs TRI
+499.2%
+3,088.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -3.1% | -14.4% | +11.2% | +2.6% |
| 30D | -2.3% | -8.1% | +5.8% | +0.4% |
| 3M | -3.3% | +17.5% | -20.9% | -11.3% |
| 6M | +15.4% | -5.0% | +20.3% | +13.4% |
| YTD | +26.7% | -24.7% | +51.5% | +34.8% |
| 1Y | +29.0% | -41.5% | +70.5% | +53.1% |
| 3Y | +89.0% | -20.3% | +109.3% | +90.1% |
| 5Y | +221.8% | -10.9% | +232.7% | +204.7% |
| 10Y | +562.7% | +190.6% | +372.1% | +259.7% |
| All | +3,587.3% | +499.2% | +3,088.1% | +1,072.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling