+493.9%
GLW vs GEN
+157.3%
+336.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.3% | +3.0% |
| 7D | -13.9% | +2.3% | -16.2% | -14.3% |
| 30D | -35.0% | +33.1% | -68.0% | -38.2% |
| 3M | -32.4% | +6.5% | -38.8% | -33.7% |
| 6M | -41.3% | +53.8% | -95.1% | -47.3% |
| YTD | +21.8% | +11.2% | +10.6% | +16.9% |
| 1Y | +21.8% | +19.4% | +2.5% | +14.9% |
| 3Y | +307.7% | +81.0% | +226.6% | +245.9% |
| 5Y | +213.7% | +33.4% | +180.3% | +179.8% |
| All | +493.9% | +157.3% | +336.6% | +325.7% |
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