+11.9%
DOW vs GLXY
-38.3%
+50.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -1.5% |
| 7D | -9.4% | -0.5% | -8.9% | -9.4% |
| 30D | +8.9% | -28.6% | +37.6% | +9.4% |
| 3M | +6.7% | -28.1% | +34.8% | +6.9% |
| 6M | -14.2% | -52.0% | +37.8% | -13.0% |
| YTD | +36.9% | -35.1% | +72.0% | +33.8% |
| 1Y | +45.8% | -54.0% | +99.8% | +46.8% |
| All | +11.9% | -38.3% | +50.1% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling