+4,542.6%
GLW vs WM
+26,336.4%
-21,793.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.2% | +6.9% | +6.0% |
| 7D | +3.8% | -0.3% | +4.1% | +3.8% |
| 30D | -1.3% | -2.4% | +1.0% | -0.8% |
| 3M | -21.8% | +0.4% | -22.2% | -22.6% |
| 6M | +6.9% | -9.5% | +16.4% | +8.2% |
| YTD | +77.2% | +0.5% | +76.7% | +74.2% |
| 1Y | +123.2% | -1.1% | +124.3% | +119.7% |
| 3Y | +400.0% | +46.0% | +354.0% | +341.6% |
| 5Y | +342.8% | +51.8% | +291.0% | +285.9% |
| 10Y | +771.4% | +307.5% | +463.9% | +505.6% |
| All | +4,542.6% | +26,336.4% | -21,793.8% | +1,967.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling