+498.2%
GLW vs DOW
-15.9%
+514.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +16.9% | -6.0% | +22.9% | +19.7% |
| 30D | +7.0% | -2.7% | +9.7% | +7.8% |
| 3M | -3.0% | -10.5% | +7.5% | -0.1% |
| 6M | +31.0% | -12.4% | +43.4% | +33.4% |
| YTD | +93.4% | +30.0% | +63.4% | +61.2% |
| 1Y | +134.7% | +27.8% | +106.9% | +94.3% |
| 3Y | +471.8% | -34.9% | +506.7% | +542.6% |
| 5Y | +394.5% | -35.9% | +430.3% | +450.8% |
| All | +498.2% | -15.9% | +514.1% | +373.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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