+397.7%
GLW vs NU
+36.3%
+361.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.3% | +7.8% | +7.6% |
| 7D | +14.0% | +6.0% | +8.0% | +13.1% |
| 30D | +0.4% | +10.8% | -10.4% | -1.2% |
| 3M | -11.3% | +32.2% | -43.5% | -14.8% |
| 6M | +35.1% | +5.1% | +29.9% | +33.6% |
| YTD | +90.5% | -8.4% | +99.0% | +91.9% |
| 1Y | +132.0% | +0.7% | +131.3% | +130.8% |
| 3Y | +463.3% | +125.1% | +338.2% | +404.6% |
| All | +397.7% | +36.3% | +361.5% | +340.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling