+39.7%
GLW vs U
+33.7%
+6.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.2% | -9.8% | -4.7% |
| 7D | +7.5% | +2.6% | +4.9% | +7.4% |
| 30D | -19.0% | +27.6% | -46.6% | -19.8% |
| 3M | -27.9% | +15.3% | -43.2% | -28.2% |
| 6M | -44.6% | +96.4% | -141.0% | -46.0% |
| YTD | +31.0% | +19.6% | +11.4% | +31.4% |
| 1Y | +39.7% | +42.1% | -2.4% | +25.9% |
| All | +39.7% | +33.7% | +6.0% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling