+28,547.2%
WM vs GWW
+15,772.9%
+12,774.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -1.9% |
| 7D | +1.2% | +6.0% | -4.8% | -0.5% |
| 30D | +13.1% | +14.0% | -0.9% | +8.9% |
| 3M | +3.6% | +12.5% | -8.9% | +0.1% |
| 6M | +8.1% | +23.6% | -15.6% | +1.5% |
| YTD | +8.9% | +43.6% | -34.7% | -2.2% |
| 1Y | +20.3% | +52.5% | -32.1% | +6.1% |
| 3Y | +46.2% | +92.6% | -46.4% | +19.3% |
| 5Y | +59.9% | +219.0% | -159.1% | +11.2% |
| 10Y | +345.6% | +713.8% | -368.2% | +126.7% |
| All | +28,547.2% | +15,772.9% | +12,774.4% | +5,969.2% |
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 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