+567.5%
GLW vs ACWI
+330.0%
+237.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | -13.9% | -2.4% | -11.6% | -11.2% |
| 30D | -35.0% | -5.2% | -29.8% | -30.3% |
| 3M | -32.4% | -4.8% | -27.5% | -27.5% |
| 6M | -41.3% | -1.3% | -40.0% | -38.7% |
| YTD | +21.8% | +8.4% | +13.5% | +16.1% |
| 1Y | +21.8% | +11.0% | +10.8% | +13.4% |
| 3Y | +307.7% | +70.6% | +237.1% | +135.2% |
| 5Y | +213.7% | +55.3% | +158.4% | +100.8% |
| 10Y | +509.3% | +223.2% | +286.1% | +81.6% |
| All | +567.5% | +330.0% | +237.6% | +50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling