+867.9%
GLW vs SPXU
-99.5%
+967.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +2.1% |
| 7D | +16.9% | +1.3% | +15.6% | +17.4% |
| 30D | +7.0% | +5.1% | +1.9% | +9.3% |
| 3M | -3.0% | -9.1% | +6.2% | -4.9% |
| 6M | +31.0% | -29.6% | +60.6% | +18.7% |
| YTD | +93.4% | -27.7% | +121.1% | +79.1% |
| 1Y | +134.7% | -37.0% | +171.7% | +108.9% |
| 3Y | +471.8% | -80.2% | +552.0% | +263.0% |
| 5Y | +394.5% | -86.0% | +480.5% | +225.4% |
| 10Y | +867.9% | -99.5% | +967.5% | +140.4% |
| All | +867.9% | -99.5% | +967.5% | +140.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling