+542.4%
GLW vs ASX
+849.3%
-306.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +8.6% | +0.6% | +5.2% |
| 7D | -5.9% | -12.3% | +6.4% | -0.2% |
| 30D | -26.0% | -26.0% | 0.0% | -15.6% |
| 3M | -29.9% | -8.1% | -21.8% | -27.3% |
| 6M | -37.8% | +1.4% | -39.2% | -37.4% |
| YTD | +33.1% | +115.6% | -82.4% | +0.6% |
| 1Y | +36.8% | +128.0% | -91.2% | +1.4% |
| 3Y | +356.1% | +371.4% | -15.3% | +149.2% |
| 5Y | +243.8% | +469.4% | -225.6% | +68.8% |
| 10Y | +542.4% | +842.6% | -300.2% | +133.6% |
| All | +542.4% | +849.3% | -306.9% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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