+93.3%
GWW vs WWD
+148.2%
-54.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +3.6% | +4.0% | -0.4% | +2.6% |
| 30D | +12.1% | +0.4% | +11.7% | +11.8% |
| 3M | +12.9% | -7.9% | +20.8% | +14.7% |
| 6M | +19.3% | -10.6% | +29.9% | +21.4% |
| YTD | +48.7% | +9.4% | +39.3% | +43.4% |
| 1Y | +60.5% | +25.7% | +34.8% | +49.5% |
| 3Y | +93.3% | +148.5% | -55.3% | +51.4% |
| All | +93.3% | +148.2% | -54.9% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling