+57.1%
GWW vs WCC
+24.5%
+32.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -9.9% | +16.5% | +8.0% |
| 7D | +11.1% | -8.8% | +19.9% | +12.3% |
| 30D | +15.7% | -16.0% | +31.7% | +18.7% |
| 3M | +14.8% | -15.2% | +30.0% | +17.2% |
| 6M | +30.9% | -8.4% | +39.3% | +30.7% |
| YTD | +48.5% | +30.1% | +18.4% | +32.5% |
| 1Y | +57.1% | +26.4% | +30.7% | +41.8% |
| All | +57.1% | +24.5% | +32.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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