+3,093.2%
GLW vs GEN
+8,588.0%
-5,494.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.3% | +3.2% |
| 7D | -13.9% | +2.3% | -16.2% | -14.4% |
| 30D | -35.0% | +33.1% | -68.0% | -39.1% |
| 3M | -32.4% | +6.5% | -38.8% | -34.2% |
| 6M | -41.3% | +53.8% | -95.1% | -47.8% |
| YTD | +21.8% | +11.2% | +10.6% | +15.4% |
| 1Y | +21.8% | +19.4% | +2.5% | +13.6% |
| 3Y | +307.7% | +81.0% | +226.6% | +243.1% |
| 5Y | +213.7% | +33.4% | +180.3% | +177.6% |
| 10Y | +509.3% | +164.3% | +345.0% | +341.4% |
| All | +3,093.2% | +8,588.0% | -5,494.8% | +936.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling