+58.4%
GWW vs URA
-26.7%
+85.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.9% |
| 7D | 0.0% | +2.9% | -2.9% | -0.2% |
| 30D | +14.0% | -10.8% | +24.8% | +14.6% |
| 3M | +14.4% | -25.5% | +39.9% | +16.1% |
| 6M | +21.7% | -41.2% | +62.9% | +26.4% |
| YTD | +48.4% | -21.3% | +69.7% | +49.5% |
| 1Y | +58.4% | -25.7% | +84.1% | +60.4% |
| All | +58.4% | -26.7% | +85.1% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling