+11.6%
W vs GWW
+29.7%
-18.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | +0.5% | -3.1% | +3.6% | +1.1% |
| 30D | -5.6% | -2.3% | -3.2% | -5.2% |
| 3M | +41.9% | -3.3% | +45.2% | +40.6% |
| 6M | +30.2% | +15.4% | +14.8% | +17.7% |
| YTD | -2.9% | +26.7% | -29.7% | -16.8% |
| 1Y | +11.6% | +29.0% | -17.4% | -6.8% |
| All | +11.6% | +29.7% | -18.1% | -6.8% |
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