+542.4%
GLW vs GEN
+166.9%
+375.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.2% | +9.2% |
| 7D | -5.9% | -0.3% | -5.6% | -5.9% |
| 30D | -26.0% | +28.2% | -54.2% | -29.2% |
| 3M | -29.9% | +2.6% | -32.5% | -30.8% |
| 6M | -37.8% | +32.7% | -70.4% | -42.2% |
| YTD | +33.1% | +11.3% | +21.9% | +27.7% |
| 1Y | +36.8% | +17.9% | +18.9% | +29.4% |
| 3Y | +356.1% | +66.3% | +289.8% | +294.9% |
| 5Y | +243.8% | +31.7% | +212.1% | +207.6% |
| 10Y | +542.4% | +150.0% | +392.4% | +362.1% |
| All | +542.4% | +166.9% | +375.5% | +362.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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