+205.7%
GLW vs ACWI
+55.1%
+150.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.8% | -9.1% | -7.6% |
| 7D | -19.7% | -4.0% | -15.7% | -14.7% |
| 30D | -38.8% | -5.8% | -33.0% | -33.0% |
| 3M | -33.9% | -5.0% | -28.8% | -28.1% |
| 6M | -36.0% | +0.7% | -36.7% | -34.1% |
| YTD | +18.7% | +8.4% | +10.3% | +13.4% |
| 1Y | +19.8% | +10.1% | +9.7% | +12.9% |
| 3Y | +294.3% | +70.8% | +223.5% | +136.2% |
| 5Y | +205.7% | +55.4% | +150.4% | +98.8% |
| All | +205.7% | +55.1% | +150.7% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling