+356.1%
GLW vs SPXU
-80.6%
+436.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -7.0% | +16.3% | +5.4% |
| 7D | -5.9% | -1.5% | -4.4% | -5.2% |
| 30D | -26.0% | +9.7% | -35.7% | -20.6% |
| 3M | -29.9% | +8.4% | -38.3% | -24.7% |
| 6M | -37.8% | -5.7% | -32.0% | -35.7% |
| YTD | +33.1% | -25.4% | +58.6% | +27.4% |
| 1Y | +36.8% | -28.9% | +65.7% | +29.7% |
| 3Y | +356.1% | -81.2% | +437.3% | +212.2% |
| All | +356.1% | -80.6% | +436.7% | +212.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling