+1,388.9%
GWW vs URA
-49.7%
+1,438.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | 0.0% | +2.9% | -2.9% | -0.7% |
| 30D | +14.0% | -10.8% | +24.8% | +16.4% |
| 3M | +14.4% | -25.5% | +39.9% | +20.9% |
| 6M | +21.7% | -41.2% | +62.9% | +34.3% |
| YTD | +48.4% | -21.3% | +69.7% | +51.4% |
| 1Y | +58.4% | -25.7% | +84.1% | +63.2% |
| 3Y | +92.3% | +43.1% | +49.2% | +62.6% |
| 5Y | +221.8% | +35.6% | +186.2% | +165.8% |
| 10Y | +657.6% | +281.3% | +376.3% | +327.4% |
| All | +1,388.9% | -49.7% | +1,438.6% | +1,164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling