+394.5%
GLW vs TRI
-10.1%
+404.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.2% |
| 7D | +16.9% | -8.4% | +25.3% | +15.5% |
| 30D | +7.0% | -6.5% | +13.4% | +6.3% |
| 3M | -3.0% | +18.6% | -21.5% | -0.7% |
| 6M | +31.0% | -10.4% | +41.4% | +38.1% |
| YTD | +93.4% | -23.7% | +117.1% | +111.6% |
| 1Y | +134.7% | -42.5% | +177.2% | +181.8% |
| 3Y | +471.8% | -19.3% | +491.1% | +468.4% |
| 5Y | +394.5% | -9.7% | +404.1% | +333.6% |
| All | +394.5% | -10.1% | +404.5% | +333.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling