+79.6%
QQQ vs GLW
+250.4%
-170.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +6.4% | +15.5% | -9.2% | +1.9% |
| 30D | -7.5% | -19.6% | +12.1% | -1.9% |
| 3M | -4.8% | -28.5% | +23.7% | +3.1% |
| 6M | -2.5% | -39.5% | +37.0% | +7.3% |
| YTD | +12.4% | +37.2% | -24.8% | -14.8% |
| 1Y | +11.3% | +35.4% | -24.1% | -15.5% |
| 3Y | +85.0% | +359.7% | -274.7% | -27.8% |
| 5Y | +79.6% | +244.0% | -164.4% | -17.3% |
| All | +79.6% | +250.4% | -170.7% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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