+339.2%
GLW vs SU
+132.3%
+206.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.4% |
| 7D | +7.7% | +1.7% | +6.0% | +7.4% |
| 30D | -18.8% | -7.9% | -11.0% | -17.9% |
| 3M | -27.7% | +7.5% | -35.3% | -28.5% |
| 6M | -44.4% | +7.2% | -51.7% | -44.7% |
| YTD | +31.3% | +60.9% | -29.6% | +15.3% |
| 1Y | +40.0% | +63.6% | -23.6% | +22.4% |
| 3Y | +339.2% | +128.9% | +210.4% | +249.6% |
| All | +339.2% | +132.3% | +206.9% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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