+394.5%
GLW vs NI
+95.2%
+299.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +1.7% |
| 7D | +16.9% | +1.3% | +15.6% | +16.3% |
| 30D | +7.0% | -0.3% | +7.2% | +7.2% |
| 3M | -3.0% | -9.5% | +6.5% | +1.0% |
| 6M | +31.0% | -10.2% | +41.2% | +36.8% |
| YTD | +93.4% | +1.8% | +91.6% | +91.5% |
| 1Y | +134.7% | +5.7% | +129.1% | +128.3% |
| 3Y | +471.8% | +69.6% | +402.2% | +354.5% |
| 5Y | +394.5% | +95.8% | +298.7% | +257.0% |
| All | +394.5% | +95.2% | +299.3% | +257.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling