+576.7%
GLW vs WU
-20.2%
+596.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.5% |
| 7D | -13.9% | +11.7% | -25.6% | -18.6% |
| 30D | -35.0% | +12.6% | -47.6% | -39.0% |
| 3M | -32.4% | -0.5% | -31.9% | -33.5% |
| 6M | -41.3% | -18.2% | -23.2% | -38.8% |
| YTD | +21.8% | -19.0% | +40.8% | +26.4% |
| 1Y | +21.8% | -16.7% | +38.5% | +24.3% |
| 3Y | +307.7% | -21.0% | +328.7% | +311.1% |
| 5Y | +213.7% | -41.7% | +255.4% | +255.1% |
| 10Y | +509.3% | -35.0% | +544.3% | +539.6% |
| All | +576.7% | -20.2% | +596.9% | +526.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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