+38.8%
SLB vs GWW
+57.4%
-18.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.9% |
| 7D | -1.2% | 0.0% | -1.1% | -1.1% |
| 30D | +4.5% | +14.0% | -9.5% | +0.9% |
| 3M | -4.6% | +14.4% | -19.0% | -8.1% |
| 6M | -6.3% | +21.7% | -27.9% | -12.4% |
| YTD | +35.0% | +48.4% | -13.5% | +10.3% |
| 1Y | +38.8% | +58.4% | -19.6% | +8.4% |
| All | +38.8% | +57.4% | -18.6% | +8.4% |
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