+57.1%
GWW vs WPM
+38.8%
+18.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +12.0% | -5.5% | +5.6% |
| 7D | +11.1% | +3.9% | +7.2% | +10.5% |
| 30D | +15.7% | -3.5% | +19.2% | +15.6% |
| 3M | +14.8% | +14.1% | +0.7% | +12.8% |
| 6M | +30.9% | +6.2% | +24.7% | +29.0% |
| YTD | +48.5% | +12.4% | +36.1% | +44.8% |
| 1Y | +57.1% | +40.0% | +17.1% | +53.7% |
| All | +57.1% | +38.8% | +18.3% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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