+5,122.5%
NI vs GWW
+14,103.4%
-8,980.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.9% |
| 7D | +2.3% | -1.5% | +3.8% | +2.6% |
| 30D | -1.7% | +1.1% | -2.8% | -2.0% |
| 3M | -8.0% | -1.0% | -7.0% | -7.9% |
| 6M | -8.6% | +16.3% | -25.0% | -12.2% |
| YTD | +2.3% | +28.5% | -26.2% | -4.2% |
| 1Y | +6.9% | +30.3% | -23.3% | -0.4% |
| 3Y | +70.6% | +91.6% | -21.0% | +42.7% |
| 5Y | +96.4% | +224.0% | -127.6% | +43.0% |
| 10Y | +136.1% | +551.3% | -415.2% | +40.6% |
| All | +5,122.5% | +14,103.4% | -8,980.9% | +1,669.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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