+29.6%
GWW vs URA
+18.3%
+11.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.7% |
| 7D | -0.5% | +5.7% | -6.2% | -0.8% |
| 30D | -1.4% | +5.6% | -7.0% | -1.7% |
| 3M | -3.6% | +6.2% | -9.9% | -3.9% |
| 6M | +15.1% | -8.2% | +23.4% | +15.2% |
| YTD | +27.5% | +9.7% | +17.8% | +26.7% |
| 1Y | +29.6% | +17.0% | +12.6% | +27.2% |
| All | +29.6% | +18.3% | +11.3% | +27.2% |
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