+851.8%
GLW vs NI
+143.3%
+708.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +7.8% | 0.0% | +7.8% | +7.9% |
| 30D | -0.4% | -1.4% | +0.9% | +0.3% |
| 3M | -5.6% | -10.6% | +5.0% | -0.5% |
| 6M | +26.7% | -9.3% | +36.0% | +32.5% |
| YTD | +91.0% | +1.1% | +89.9% | +89.6% |
| 1Y | +122.4% | +3.4% | +119.0% | +117.8% |
| 3Y | +471.0% | +67.9% | +403.1% | +336.2% |
| 5Y | +385.6% | +98.0% | +287.7% | +235.7% |
| All | +851.8% | +143.3% | +708.6% | +537.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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