+17.5%
P vs GWW
+55.5%
-37.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +6.5% | -11.5% | -6.5% |
| 7D | -19.4% | +11.1% | -30.4% | -21.6% |
| 30D | -22.3% | +15.7% | -38.1% | -25.6% |
| 3M | +33.2% | +14.8% | +18.4% | +28.0% |
| 6M | +53.6% | +30.9% | +22.7% | +40.6% |
| YTD | +66.8% | +48.5% | +18.3% | +49.4% |
| 1Y | +17.5% | +57.1% | -39.6% | +3.6% |
| All | +17.5% | +55.5% | -37.9% | +3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling