+69.3%
C vs GLXY
-35.4%
+104.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.4% |
| 7D | +4.7% | +16.9% | -12.2% | +3.1% |
| 30D | +0.2% | -23.0% | +23.2% | +1.9% |
| 3M | -9.3% | -28.0% | +18.7% | -7.7% |
| 6M | -0.8% | -51.6% | +50.8% | +4.2% |
| YTD | +8.5% | -32.1% | +40.6% | +7.7% |
| 1Y | +23.1% | -51.5% | +74.5% | +24.9% |
| All | +69.3% | -35.4% | +104.7% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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