+394.5%
GLW vs WBD
+3.7%
+390.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.3% | +1.6% |
| 7D | +16.9% | -1.7% | +18.6% | +17.2% |
| 30D | +7.0% | +3.9% | +3.1% | +6.2% |
| 3M | -3.0% | +5.1% | -8.1% | -3.8% |
| 6M | +31.0% | +0.6% | +30.4% | +30.9% |
| YTD | +93.4% | -3.2% | +96.6% | +94.5% |
| 1Y | +134.7% | +127.7% | +7.1% | +101.4% |
| 3Y | +471.8% | +146.6% | +325.2% | +365.0% |
| 5Y | +394.5% | +4.2% | +390.3% | +341.4% |
| All | +394.5% | +3.7% | +390.7% | +341.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 5y: compounded portfolio wealth divided by compounded WBD 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…
5y analysis · Full analysis span regression · 6 months rolling