+521.8%
GLW vs SUI
+117.1%
+404.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | -11.1% | +3.4% | -14.5% | -12.2% |
| 30D | -28.4% | +4.6% | -33.0% | -29.9% |
| 3M | -28.8% | +1.6% | -30.4% | -29.8% |
| 6M | -39.8% | -3.5% | -36.4% | -40.2% |
| YTD | +28.7% | -1.0% | +29.7% | +26.5% |
| 1Y | +27.7% | -1.7% | +29.4% | +25.8% |
| 3Y | +331.3% | +18.4% | +313.0% | +281.6% |
| 5Y | +233.4% | -26.3% | +259.8% | +258.6% |
| 10Y | +521.8% | +123.3% | +398.4% | +361.4% |
| All | +521.8% | +117.1% | +404.6% | +361.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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