+382.5%
GLW vs WY
-21.5%
+404.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.4% | +9.0% | +8.1% |
| 7D | +14.0% | -2.1% | +16.1% | +14.9% |
| 30D | +0.4% | -10.5% | +10.8% | +4.4% |
| 3M | -11.3% | -4.9% | -6.5% | -10.5% |
| 6M | +35.1% | -4.9% | +40.0% | +36.5% |
| YTD | +90.5% | -1.7% | +92.2% | +88.6% |
| 1Y | +132.0% | -9.4% | +141.4% | +137.2% |
| 3Y | +463.3% | -22.3% | +485.6% | +501.4% |
| 5Y | +382.5% | -20.5% | +403.0% | +412.7% |
| All | +382.5% | -21.5% | +404.0% | +412.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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