+43.2%
TER vs GWW
+55.5%
-12.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.5% | -13.4% | -9.7% |
| 7D | -19.9% | +11.1% | -31.0% | -24.2% |
| 30D | -43.5% | +15.7% | -59.3% | -48.0% |
| 3M | -37.8% | +14.8% | -52.5% | -42.6% |
| 6M | -25.6% | +30.9% | -56.5% | -41.0% |
| YTD | +29.8% | +48.5% | -18.6% | -6.5% |
| 1Y | +43.2% | +57.1% | -13.9% | -0.9% |
| All | +43.2% | +55.5% | -12.3% | -0.9% |
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