+15.5%
GLXY vs AGI
+55.1%
-39.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | +13.4% | +0.6% | +12.8% | +13.3% |
| 30D | +38.1% | +18.2% | +19.9% | +31.9% |
| 3M | -7.3% | -4.1% | -3.2% | -6.5% |
| 6M | +8.2% | -28.7% | +36.9% | +16.1% |
| YTD | +17.8% | -4.0% | +21.7% | +19.4% |
| 1Y | +14.9% | +17.4% | -2.5% | +16.3% |
| All | +15.5% | +55.1% | -39.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling