+123.2%
GLW vs BEN
+42.6%
+80.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.5% | +2.2% | +4.2% |
| 7D | +3.8% | +0.2% | +3.5% | +3.6% |
| 30D | -1.3% | -0.5% | -0.8% | -1.2% |
| 3M | -21.8% | +9.7% | -31.5% | -24.6% |
| 6M | +6.9% | +33.9% | -27.0% | -4.7% |
| YTD | +77.2% | +49.0% | +28.2% | +51.3% |
| 1Y | +123.2% | +42.1% | +81.1% | +85.1% |
| All | +123.2% | +42.6% | +80.7% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling