+4,542.6%
GLW vs SU
+60,256.6%
-55,714.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +5.7% |
| 7D | +3.8% | +3.6% | +0.2% | +3.8% |
| 30D | -1.3% | +7.9% | -9.2% | -1.4% |
| 3M | -21.8% | +3.5% | -25.3% | -21.8% |
| 6M | +6.9% | +19.0% | -12.1% | +6.9% |
| YTD | +77.2% | +55.0% | +22.2% | +77.1% |
| 1Y | +123.2% | +71.2% | +52.0% | +123.1% |
| 3Y | +400.0% | +117.4% | +282.6% | +399.6% |
| 5Y | +342.8% | +335.2% | +7.6% | +342.2% |
| 10Y | +771.4% | +248.7% | +522.6% | +770.2% |
| All | +4,542.6% | +60,256.6% | -55,714.0% | +4,582.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling