+23,761.0%
PH vs GWW
+14,492.5%
+9,268.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -3.1% | +1.4% | -4.5% | -3.8% |
| 30D | -3.2% | +3.3% | -6.5% | -5.0% |
| 3M | +10.6% | +2.9% | +7.7% | +8.6% |
| 6M | -2.1% | +15.8% | -17.9% | -10.0% |
| YTD | +10.2% | +32.0% | -21.8% | -6.0% |
| 1Y | +28.2% | +29.9% | -1.7% | +10.0% |
| 3Y | +134.9% | +91.1% | +43.8% | +63.3% |
| 5Y | +253.6% | +223.9% | +29.7% | +83.2% |
| 10Y | +804.7% | +567.0% | +237.7% | +210.3% |
| All | +23,761.0% | +14,492.5% | +9,268.5% | +2,344.6% |
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 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