+2,410.6%
GWW vs XHB
+167.3%
+2,243.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.2% | -1.5% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | +1.1% | -9.1% | +10.2% | +5.5% |
| 3M | -1.0% | -2.3% | +1.3% | -0.4% |
| 6M | +16.3% | -4.1% | +20.4% | +17.5% |
| YTD | +28.5% | -1.7% | +30.2% | +28.1% |
| 1Y | +30.3% | -15.1% | +45.4% | +38.9% |
| 3Y | +91.6% | +26.8% | +64.8% | +65.4% |
| 5Y | +224.0% | +37.3% | +186.6% | +164.6% |
| 10Y | +551.3% | +205.7% | +345.6% | +260.8% |
| All | +2,410.6% | +167.3% | +2,243.4% | +1,090.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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