+3,786.5%
GWW vs WPM
+5,046.3%
-1,259.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +3.6% | -3.6% | +7.1% | +3.9% |
| 30D | +12.1% | +1.4% | +10.7% | +11.8% |
| 3M | +12.9% | -0.2% | +13.1% | +12.5% |
| 6M | +19.3% | -7.3% | +26.6% | +19.3% |
| YTD | +48.7% | +12.3% | +36.4% | +45.4% |
| 1Y | +60.5% | +24.9% | +35.6% | +55.3% |
| 3Y | +93.3% | +210.4% | -117.1% | +69.5% |
| 5Y | +219.0% | +210.4% | +8.6% | +176.9% |
| 10Y | +659.0% | +731.7% | -72.7% | +477.8% |
| All | +3,786.5% | +5,046.3% | -1,259.8% | +2,352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling