+554.2%
GLW vs ADI
+652.4%
-98.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +15.5% | +13.4% | +2.2% | +7.1% |
| 30D | -19.6% | -1.3% | -18.2% | -18.4% |
| 3M | -28.5% | +6.8% | -35.3% | -30.4% |
| 6M | -39.5% | -1.9% | -37.6% | -37.2% |
| YTD | +37.2% | +52.3% | -15.1% | +12.4% |
| 1Y | +35.4% | +71.6% | -36.2% | +3.9% |
| 3Y | +359.7% | +148.9% | +210.8% | +171.5% |
| 5Y | +244.0% | +140.8% | +103.2% | +100.0% |
| All | +554.2% | +652.4% | -98.3% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 10y: compounded portfolio wealth divided by compounded ADI 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…
10y analysis · Full analysis span regression · 6 months rolling