+342.1%
GLW vs ASX
+429.3%
-87.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.6% |
| 7D | +3.8% | -0.7% | +4.5% | +4.1% |
| 30D | -1.3% | +2.0% | -3.3% | -2.3% |
| 3M | -21.8% | -1.3% | -20.5% | -20.4% |
| 6M | +6.9% | +71.4% | -64.5% | -13.7% |
| YTD | +77.2% | +135.3% | -58.2% | +27.4% |
| 1Y | +123.2% | +267.5% | -144.2% | +35.9% |
| 3Y | +400.0% | +388.5% | +11.5% | +166.0% |
| All | +342.1% | +429.3% | -87.2% | +111.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling