+246.8%
GLW vs ASX
+529.2%
-282.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.6% | +0.8% | +3.9% |
| 7D | +1.4% | +0.8% | +0.6% | +0.5% |
| 30D | -18.2% | -20.4% | +2.2% | -8.6% |
| 3M | -24.2% | -2.1% | -22.0% | -23.9% |
| 6M | -41.7% | +8.2% | -49.9% | -43.7% |
| YTD | +38.3% | +137.3% | -99.0% | -2.5% |
| 1Y | +38.2% | +155.0% | -116.8% | -5.1% |
| 3Y | +363.4% | +397.9% | -34.6% | +138.4% |
| All | +246.8% | +529.2% | -282.5% | +56.7% |
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