+5,988.3%
GLW vs TRI
+561.6%
+5,426.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -5.4% | +11.1% | +8.1% |
| 7D | +3.8% | -0.5% | +4.3% | +3.7% |
| 30D | -1.3% | +7.9% | -9.2% | -5.8% |
| 3M | -21.8% | +24.1% | -45.9% | -33.1% |
| 6M | +6.9% | +3.8% | +3.1% | -4.6% |
| YTD | +77.2% | -16.9% | +94.0% | +74.4% |
| 1Y | +123.2% | -38.4% | +161.6% | +160.4% |
| 3Y | +400.0% | -12.2% | +412.2% | +351.0% |
| 5Y | +342.8% | -1.8% | +344.6% | +265.4% |
| 10Y | +771.4% | +207.6% | +563.8% | +232.9% |
| All | +5,988.3% | +561.6% | +5,426.7% | +1,132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling