+521.8%
GLW vs WWD
+460.9%
+60.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -11.1% | +0.4% | -11.5% | -10.9% |
| 30D | -28.4% | -0.4% | -28.0% | -27.9% |
| 3M | -28.8% | -6.1% | -22.7% | -25.9% |
| 6M | -39.8% | -9.5% | -30.3% | -36.7% |
| YTD | +28.7% | +10.8% | +17.9% | +23.1% |
| 1Y | +27.7% | +23.5% | +4.2% | +15.2% |
| 3Y | +331.3% | +151.3% | +180.1% | +171.1% |
| 5Y | +233.4% | +187.8% | +45.6% | +90.2% |
| 10Y | +521.8% | +461.1% | +60.7% | +140.7% |
| All | +521.8% | +460.9% | +60.8% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling