+410.2%
GLW vs GEN
+58.9%
+351.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.2% | +7.9% | +5.8% |
| 7D | +3.8% | -1.2% | +5.0% | +3.8% |
| 30D | -1.3% | +10.1% | -11.5% | -2.1% |
| 3M | -21.8% | +16.1% | -37.9% | -22.7% |
| 6M | +6.9% | +38.9% | -32.0% | +2.1% |
| YTD | +77.2% | +14.4% | +62.7% | +76.7% |
| 1Y | +123.2% | +5.9% | +117.4% | +127.3% |
| All | +410.2% | +58.9% | +351.3% | +391.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling