+6.9%
DOW vs GLXY
+15.1%
-8.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | +0.4% |
| 7D | -2.9% | +15.5% | -18.4% | -3.3% |
| 30D | +2.0% | +34.1% | -32.2% | +1.0% |
| 3M | -12.5% | -11.3% | -1.2% | -12.1% |
| 6M | -9.2% | +31.6% | -40.8% | -11.1% |
| YTD | +30.8% | +21.0% | +9.8% | +26.4% |
| 1Y | +29.4% | +11.7% | +17.7% | +26.9% |
| All | +6.9% | +15.1% | -8.2% | +2.5% |
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