+493.9%
GLW vs SUI
+115.7%
+378.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.1% |
| 7D | -13.9% | +6.2% | -20.1% | -15.8% |
| 30D | -35.0% | +8.6% | -43.6% | -37.1% |
| 3M | -32.4% | +1.0% | -33.3% | -33.1% |
| 6M | -41.3% | -2.6% | -38.8% | -41.9% |
| YTD | +21.8% | -0.1% | +22.0% | +19.4% |
| 1Y | +21.8% | +0.5% | +21.4% | +19.1% |
| 3Y | +307.7% | +15.3% | +292.4% | +265.4% |
| 5Y | +213.7% | -26.1% | +239.8% | +237.3% |
| All | +493.9% | +115.7% | +378.1% | +343.9% |
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