+327.8%
GLW vs DOW
-6.9%
+334.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.4% | +4.1% | +6.1% |
| 7D | +1.4% | -0.5% | +1.9% | +1.7% |
| 30D | -18.2% | +15.7% | -33.9% | -23.0% |
| 3M | -24.2% | +5.3% | -29.5% | -26.3% |
| 6M | -41.7% | -14.2% | -27.5% | -39.1% |
| YTD | +38.3% | +43.9% | -5.6% | +10.2% |
| 1Y | +38.2% | +53.1% | -14.9% | +6.3% |
| 3Y | +363.4% | -21.8% | +385.2% | +375.6% |
| 5Y | +254.6% | -28.3% | +282.9% | +276.0% |
| All | +327.8% | -6.9% | +334.7% | +223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling