+526.0%
GLW vs UUUU
+370.7%
+155.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.1% |
| 7D | +7.7% | -1.1% | +8.8% | +8.0% |
| 30D | -18.8% | -21.0% | +2.1% | -15.7% |
| 3M | -27.7% | -54.8% | +27.1% | -18.3% |
| 6M | -44.4% | -67.3% | +22.9% | -34.1% |
| YTD | +31.3% | -54.7% | +86.0% | +47.6% |
| 1Y | +40.0% | -57.4% | +97.5% | +58.2% |
| 3Y | +339.2% | -19.6% | +358.9% | +329.4% |
| 5Y | +229.2% | -40.0% | +269.2% | +217.4% |
| All | +526.0% | +370.7% | +155.3% | +309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling