+7,330.8%
GWW vs WAB
+4,092.2%
+3,238.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +1.4% | -3.2% | +4.6% | +2.4% |
| 30D | +3.3% | -4.4% | +7.7% | +4.7% |
| 3M | +2.9% | +7.9% | -4.9% | +0.2% |
| 6M | +15.8% | +8.7% | +7.1% | +12.3% |
| YTD | +32.0% | +33.0% | -0.9% | +20.5% |
| 1Y | +29.9% | +46.7% | -16.7% | +14.9% |
| 3Y | +91.1% | +153.0% | -61.9% | +42.5% |
| 5Y | +223.9% | +222.3% | +1.7% | +123.7% |
| 10Y | +567.0% | +291.0% | +276.1% | +312.8% |
| All | +7,330.8% | +4,092.2% | +3,238.6% | +2,269.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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