-41.3%
GLW vs GEN
+52.9%
-94.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.3% | +1.9% |
| 7D | -13.9% | +2.3% | -16.2% | -13.3% |
| 30D | -35.0% | +33.1% | -68.0% | -29.0% |
| 3M | -32.4% | +6.5% | -38.8% | -31.7% |
| 6M | -41.3% | +53.8% | -95.1% | -35.0% |
| All | -41.3% | +52.9% | -94.3% | -35.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling