+4,542.6%
GLW vs BEN
+4,913.3%
-370.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.5% | +2.2% | +4.1% |
| 7D | +3.8% | +0.2% | +3.5% | +3.7% |
| 30D | -1.3% | -0.5% | -0.8% | -1.1% |
| 3M | -21.8% | +9.7% | -31.5% | -25.1% |
| 6M | +6.9% | +33.9% | -27.0% | -6.9% |
| YTD | +77.2% | +49.0% | +28.2% | +46.4% |
| 1Y | +123.2% | +42.1% | +81.1% | +88.1% |
| 3Y | +400.0% | +51.9% | +348.1% | +295.8% |
| 5Y | +342.8% | +39.0% | +303.8% | +256.3% |
| 10Y | +771.4% | +57.9% | +713.5% | +528.3% |
| All | +4,542.6% | +4,913.3% | -370.8% | +973.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling