+40.6%
GLW vs SPXU
-30.4%
+71.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.9% | -1.0% | -10.6% |
| 7D | -9.5% | +2.2% | -11.6% | -7.3% |
| 30D | -25.5% | +3.8% | -29.2% | -21.7% |
| 3M | -25.6% | +3.3% | -28.9% | -21.5% |
| 6M | -25.5% | -16.7% | -8.8% | -32.0% |
| YTD | +36.4% | -28.6% | +65.0% | +14.4% |
| 1Y | +40.6% | -30.6% | +71.2% | +17.7% |
| All | +40.6% | -30.4% | +71.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling