+35.4%
GLW vs WM
+21.7%
+13.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | +1.3% |
| 7D | +15.5% | +1.2% | +14.4% | +17.2% |
| 30D | -19.6% | +15.2% | -34.8% | -1.6% |
| 3M | -28.5% | +8.3% | -36.8% | -18.5% |
| 6M | -39.5% | +13.1% | -52.7% | -26.2% |
| YTD | +37.2% | +12.5% | +24.7% | +68.9% |
| 1Y | +35.4% | +21.8% | +13.6% | +77.0% |
| All | +35.4% | +21.7% | +13.7% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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