+17.0%
DUK vs GLXY
-38.8%
+55.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.3% | +6.6% | +1.1% |
| 7D | +1.9% | +5.3% | -3.3% | +2.2% |
| 30D | +8.9% | -19.8% | +28.7% | +8.5% |
| 3M | +5.6% | -31.4% | +36.9% | +5.0% |
| 6M | +7.0% | -53.3% | +60.3% | +5.9% |
| YTD | +14.0% | -35.7% | +49.7% | +13.9% |
| 1Y | +9.1% | -47.2% | +56.3% | +8.8% |
| All | +17.0% | -38.8% | +55.8% | +16.2% |
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