+15.5%
GLXY vs AEE
+15.0%
+0.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +13.4% | +0.3% | +13.1% | +13.4% |
| 30D | +38.1% | -2.3% | +40.4% | +38.0% |
| 3M | -7.3% | +0.2% | -7.5% | -8.3% |
| 6M | +8.2% | -4.1% | +12.2% | +9.5% |
| YTD | +17.8% | +8.9% | +8.9% | +15.7% |
| 1Y | +14.9% | +9.3% | +5.6% | +14.3% |
| All | +15.5% | +15.0% | +0.5% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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