+28.6%
P vs GWW
+59.1%
-30.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | +11.6% | +3.6% | +8.1% | +10.6% |
| 30D | -23.7% | +12.1% | -35.8% | -25.7% |
| 3M | -8.0% | +12.9% | -20.9% | -10.8% |
| 6M | +27.9% | +19.3% | +8.6% | +21.7% |
| YTD | +61.2% | +48.7% | +12.4% | +49.0% |
| 1Y | +28.6% | +60.5% | -31.9% | +15.5% |
| All | +28.6% | +59.1% | -30.5% | +15.5% |
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