+339.2%
GLW vs GEN
+67.9%
+271.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.4% | -6.7% | -4.3% |
| 7D | +7.7% | +2.0% | +5.7% | +7.8% |
| 30D | -18.8% | +27.7% | -46.6% | -18.9% |
| 3M | -27.7% | +3.3% | -31.0% | -27.5% |
| 6M | -44.4% | +31.8% | -76.2% | -45.9% |
| YTD | +31.3% | +13.5% | +17.8% | +32.2% |
| 1Y | +40.0% | +16.0% | +24.0% | +40.2% |
| 3Y | +339.2% | +70.6% | +268.7% | +292.4% |
| All | +339.2% | +67.9% | +271.3% | +292.4% |
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