+382.5%
GLW vs BWA
+88.6%
+293.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.9% | +9.5% | +8.4% |
| 7D | +14.0% | +4.3% | +9.7% | +11.7% |
| 30D | +0.4% | -2.9% | +3.3% | +1.7% |
| 3M | -11.3% | -12.4% | +1.1% | -5.6% |
| 6M | +35.1% | +28.6% | +6.5% | +23.6% |
| YTD | +90.5% | +48.2% | +42.3% | +62.9% |
| 1Y | +132.0% | +50.9% | +81.1% | +96.4% |
| 3Y | +463.3% | +72.2% | +391.2% | +338.2% |
| 5Y | +382.5% | +91.1% | +291.4% | +243.0% |
| All | +382.5% | +88.6% | +293.9% | +243.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 5y: compounded portfolio wealth divided by compounded BWA 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…
5y analysis · Full analysis span regression · 6 months rolling