+307.7%
GLW vs BEN
+63.5%
+244.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +0.7% |
| 7D | -13.9% | +6.6% | -20.5% | -16.0% |
| 30D | -35.0% | +3.8% | -38.8% | -35.9% |
| 3M | -32.4% | +0.2% | -32.6% | -32.3% |
| 6M | -41.3% | +10.4% | -51.8% | -43.3% |
| YTD | +21.8% | +46.2% | -24.3% | +6.0% |
| 1Y | +21.8% | +52.3% | -30.4% | +4.4% |
| 3Y | +307.7% | +65.9% | +241.7% | +225.0% |
| All | +307.7% | +63.5% | +244.1% | +225.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling