+542.4%
GLW vs BEN
+70.4%
+471.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +6.3% | +2.9% | +5.9% |
| 7D | -5.9% | +12.2% | -18.1% | -11.2% |
| 30D | -26.0% | +12.1% | -38.1% | -30.1% |
| 3M | -29.9% | +7.3% | -37.2% | -32.2% |
| 6M | -37.8% | +17.9% | -55.6% | -42.8% |
| YTD | +33.1% | +55.4% | -22.3% | +5.0% |
| 1Y | +36.8% | +69.3% | -32.5% | +3.3% |
| 3Y | +356.1% | +82.8% | +273.3% | +215.6% |
| 5Y | +243.8% | +28.8% | +215.0% | +181.6% |
| 10Y | +542.4% | +53.9% | +488.5% | +321.9% |
| All | +542.4% | +70.4% | +471.9% | +321.9% |
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