+35.4%
GLW vs URI
+34.6%
+0.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.3% |
| 7D | +15.5% | +9.3% | +6.2% | +10.9% |
| 30D | -19.6% | +7.6% | -27.1% | -21.8% |
| 3M | -28.5% | +1.0% | -29.5% | -28.7% |
| 6M | -39.5% | +19.8% | -59.4% | -41.6% |
| YTD | +37.2% | +41.9% | -4.7% | +18.8% |
| 1Y | +35.4% | +33.4% | +2.0% | +23.9% |
| All | +35.4% | +34.6% | +0.9% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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