+10.3%
GLXY vs AEE
+14.7%
-4.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -7.0% |
| 7D | +4.5% | +1.1% | +3.5% | +4.6% |
| 30D | +28.8% | 0.0% | +28.8% | +28.8% |
| 3M | -23.0% | -0.9% | -22.1% | -23.2% |
| 6M | +17.0% | -2.4% | +19.4% | +17.9% |
| YTD | +12.5% | +8.6% | +3.8% | +10.8% |
| 1Y | -5.4% | +10.2% | -15.5% | -5.9% |
| All | +10.3% | +14.7% | -4.4% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling