+242.9%
GLW vs NU
+17.5%
+225.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +11.7% | -16.1% | -5.9% |
| 7D | +7.7% | +9.9% | -2.1% | +6.3% |
| 30D | -18.8% | -11.5% | -7.4% | -17.9% |
| 3M | -27.7% | -5.1% | -22.6% | -27.7% |
| 6M | -44.4% | +3.1% | -47.6% | -45.2% |
| YTD | +31.3% | -21.0% | +52.3% | +34.1% |
| 1Y | +40.0% | -15.2% | +55.3% | +41.7% |
| 3Y | +339.2% | +56.4% | +282.8% | +308.6% |
| All | +242.9% | +17.5% | +225.4% | +207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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