+851.8%
GLW vs MKSI
+524.1%
+327.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.1% |
| 7D | +7.8% | +2.7% | +5.2% | +6.7% |
| 30D | -0.4% | -12.8% | +12.4% | +5.9% |
| 3M | -5.6% | -22.5% | +16.9% | +7.4% |
| 6M | +26.7% | +19.4% | +7.3% | +23.0% |
| YTD | +91.0% | +67.7% | +23.3% | +63.8% |
| 1Y | +122.4% | +131.4% | -9.0% | +68.3% |
| 3Y | +471.0% | +197.3% | +273.7% | +260.9% |
| 5Y | +385.6% | +87.0% | +298.7% | +248.1% |
| All | +851.8% | +524.1% | +327.7% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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