+958.5%
SLB vs GWW
+14,492.5%
-13,534.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.8% | +1.4% | -0.6% | +0.2% |
| 30D | +15.8% | +3.3% | +12.6% | +14.1% |
| 3M | -0.3% | +2.9% | -3.3% | -2.0% |
| 6M | +21.3% | +15.8% | +5.6% | +13.1% |
| YTD | +52.3% | +32.0% | +20.3% | +34.0% |
| 1Y | +63.6% | +29.9% | +33.7% | +44.6% |
| 3Y | +3.8% | +91.1% | -87.3% | -22.8% |
| 5Y | +128.6% | +223.9% | -95.3% | +32.2% |
| 10Y | -3.1% | +567.0% | -570.1% | -59.5% |
| All | +958.5% | +14,492.5% | -13,534.0% | +67.6% |
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