+214.8%
TER vs GWW
+29.7%
+185.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.2% |
| 7D | +9.4% | -3.1% | +12.5% | +11.4% |
| 30D | -2.4% | -2.3% | -0.1% | -1.3% |
| 3M | +6.5% | -3.3% | +9.9% | +6.9% |
| 6M | +23.2% | +15.4% | +7.8% | +6.0% |
| YTD | +91.5% | +26.7% | +64.7% | +57.1% |
| 1Y | +214.8% | +29.0% | +185.8% | +158.2% |
| All | +214.8% | +29.7% | +185.2% | +158.2% |
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