+376.1%
GLW vs AZO
+85.0%
+291.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.0% |
| 7D | +11.7% | -2.9% | +14.6% | +12.2% |
| 30D | +2.7% | -5.3% | +8.0% | +3.5% |
| 3M | -2.8% | -7.3% | +4.5% | -2.0% |
| 6M | +20.2% | -22.7% | +42.8% | +26.0% |
| YTD | +87.3% | -15.0% | +102.3% | +92.9% |
| 1Y | +119.6% | -32.2% | +151.8% | +136.6% |
| 3Y | +453.7% | +10.0% | +443.7% | +416.1% |
| 5Y | +376.1% | +85.8% | +290.2% | +282.8% |
| All | +376.1% | +85.0% | +291.1% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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