+14.4%
PL vs GWW
+56.0%
-41.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.7% |
| 7D | +5.6% | +5.5% | +0.1% | +5.9% |
| 30D | -16.9% | +14.4% | -31.3% | -17.1% |
| 3M | -38.2% | +13.7% | -51.9% | -38.3% |
| 6M | -63.4% | +20.1% | -83.5% | -64.5% |
| YTD | -27.6% | +47.1% | -74.7% | -44.3% |
| All | +14.4% | +56.0% | -41.5% | -13.3% |
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