+833.1%
GLW vs UUUU
+495.2%
+337.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.2% | -2.2% |
| 7D | +11.7% | -5.0% | +16.7% | +12.6% |
| 30D | +2.7% | -7.8% | +10.4% | +3.7% |
| 3M | -2.8% | -0.4% | -2.4% | -2.7% |
| 6M | +20.2% | -32.9% | +53.0% | +26.8% |
| YTD | +87.3% | -6.3% | +93.5% | +87.8% |
| 1Y | +119.6% | +7.9% | +111.7% | +112.5% |
| 3Y | +453.7% | +85.2% | +368.5% | +375.6% |
| 5Y | +376.1% | +97.0% | +279.1% | +283.9% |
| All | +833.1% | +495.2% | +337.9% | +459.5% |
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