+526.0%
GLW vs BEN
+58.7%
+467.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.8% | -4.5% |
| 7D | +7.7% | +6.8% | +1.0% | +4.2% |
| 30D | -18.8% | +18.0% | -36.8% | -25.5% |
| 3M | -27.7% | +7.5% | -35.2% | -30.2% |
| 6M | -44.4% | +14.7% | -59.1% | -48.3% |
| YTD | +31.3% | +56.1% | -24.8% | +3.3% |
| 1Y | +40.0% | +69.6% | -29.5% | +5.4% |
| 3Y | +339.2% | +87.7% | +251.6% | +199.2% |
| 5Y | +229.2% | +28.6% | +200.5% | +169.7% |
| All | +526.0% | +58.7% | +467.2% | +303.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling