+26.2%
DIA vs GLXY
+15.1%
+11.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.9% | -1.3% |
| 7D | +0.1% | +15.5% | -15.4% | -0.7% |
| 30D | -2.1% | +34.1% | -36.2% | -3.8% |
| 3M | +4.2% | -11.3% | +15.5% | +4.4% |
| 6M | +11.9% | +31.6% | -19.7% | +9.0% |
| YTD | +10.8% | +21.0% | -10.2% | +7.6% |
| 1Y | +17.5% | +11.7% | +5.8% | +14.4% |
| All | +26.2% | +15.1% | +11.1% | +21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling