+20.6%
F vs GLXY
-40.0%
+60.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.8% | -1.8% |
| 7D | -0.2% | -16.2% | +15.9% | +0.6% |
| 30D | +0.9% | -30.6% | +31.5% | +2.6% |
| 3M | -11.3% | -27.7% | +16.4% | -10.3% |
| 6M | +2.0% | -53.3% | +55.3% | +6.2% |
| YTD | -3.2% | -36.9% | +33.7% | -2.1% |
| 1Y | -3.5% | -55.6% | +52.2% | -0.8% |
| All | +20.6% | -40.0% | +60.6% | +23.9% |
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