+405.2%
GLW vs NU
+33.3%
+371.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.8% |
| 7D | +16.9% | -2.6% | +19.5% | +17.3% |
| 30D | +7.0% | +8.2% | -1.2% | +5.7% |
| 3M | -3.0% | +26.3% | -29.2% | -6.2% |
| 6M | +31.0% | +2.2% | +28.7% | +30.1% |
| YTD | +93.4% | -10.4% | +103.8% | +95.3% |
| 1Y | +134.7% | -3.0% | +137.7% | +134.6% |
| 3Y | +471.8% | +120.3% | +351.5% | +413.7% |
| All | +405.2% | +33.3% | +371.9% | +347.9% |
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