+307.7%
GLW vs NU
+40.4%
+267.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +2.1% |
| 7D | -13.9% | +3.6% | -17.5% | -14.5% |
| 30D | -35.0% | -22.8% | -12.2% | -32.0% |
| 3M | -32.4% | -14.8% | -17.5% | -30.9% |
| 6M | -41.3% | -16.9% | -24.4% | -39.9% |
| YTD | +21.8% | -28.1% | +50.0% | +28.4% |
| 1Y | +21.8% | -24.5% | +46.4% | +27.2% |
| 3Y | +307.7% | +44.8% | +262.9% | +286.6% |
| All | +307.7% | +40.4% | +267.3% | +286.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling