+949.5%
GLW vs UUUU
-92.0%
+1,041.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +5.6% |
| 7D | +3.8% | -1.4% | +5.1% | +3.9% |
| 30D | -1.3% | +16.3% | -17.7% | -2.9% |
| 3M | -21.8% | -16.7% | -5.1% | -20.4% |
| 6M | +6.9% | -33.7% | +40.5% | +11.0% |
| YTD | +77.2% | -0.5% | +77.6% | +76.4% |
| 1Y | +123.2% | +28.9% | +94.4% | +114.9% |
| 3Y | +400.0% | +99.9% | +300.1% | +349.1% |
| 5Y | +342.8% | +135.3% | +207.5% | +279.7% |
| 10Y | +771.4% | +518.4% | +253.0% | +536.7% |
| All | +949.5% | -92.0% | +1,041.5% | +664.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling