+212.6%
GLW vs ASX
+431.2%
-218.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | -0.8% |
| 7D | -13.9% | -19.9% | +6.0% | -3.5% |
| 30D | -35.0% | -30.9% | -4.1% | -21.7% |
| 3M | -32.4% | -15.1% | -17.3% | -26.7% |
| 6M | -41.3% | -6.5% | -34.9% | -38.5% |
| YTD | +21.8% | +98.4% | -76.6% | -5.5% |
| 1Y | +21.8% | +107.9% | -86.0% | -7.0% |
| 3Y | +307.7% | +325.3% | -17.6% | +129.0% |
| All | +212.6% | +431.2% | -218.5% | +55.6% |
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