+3,446.7%
GLW vs SUI
+4,037.5%
-590.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | +3.8% | -2.8% | +6.6% | +5.0% |
| 30D | -1.3% | -1.2% | -0.2% | -1.0% |
| 3M | -21.8% | -1.7% | -20.1% | -22.4% |
| 6M | +6.9% | -10.5% | +17.4% | +10.5% |
| YTD | +77.2% | -1.8% | +79.0% | +75.8% |
| 1Y | +123.2% | -4.1% | +127.3% | +122.9% |
| 3Y | +400.0% | +11.3% | +388.7% | +354.3% |
| 5Y | +342.8% | -32.1% | +374.9% | +390.5% |
| 10Y | +771.4% | +110.4% | +660.9% | +459.6% |
| All | +3,446.7% | +4,037.5% | -590.8% | +750.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling