+3,093.2%
GLW vs BEN
+4,818.7%
-1,725.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +0.5% |
| 7D | -13.9% | +6.6% | -20.5% | -16.4% |
| 30D | -35.0% | +3.8% | -38.8% | -36.1% |
| 3M | -32.4% | +0.2% | -32.6% | -32.3% |
| 6M | -41.3% | +10.4% | -51.8% | -43.9% |
| YTD | +21.8% | +46.2% | -24.3% | +1.7% |
| 1Y | +21.8% | +52.3% | -30.4% | -0.2% |
| 3Y | +307.7% | +65.9% | +241.7% | +210.4% |
| 5Y | +213.7% | +20.6% | +193.1% | +171.5% |
| 10Y | +509.3% | +64.8% | +444.5% | +332.6% |
| All | +3,093.2% | +4,818.7% | -1,725.4% | +645.5% |
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