-31.2%
GIS vs GLXY
-40.0%
+8.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -1.0% |
| 7D | +1.5% | -16.2% | +17.7% | +0.6% |
| 30D | +9.2% | -30.6% | +39.8% | +7.6% |
| 3M | -5.4% | -27.7% | +22.3% | -6.4% |
| 6M | +3.4% | -53.3% | +56.8% | +1.1% |
| YTD | -20.5% | -36.9% | +16.4% | -21.2% |
| 1Y | -20.0% | -55.6% | +35.6% | -20.8% |
| All | -31.2% | -40.0% | +8.7% | -34.1% |
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