+7.0%
GLXY vs AU
+180.5%
-173.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -7.3% | -4.3% | -3.1% | -6.1% |
| 30D | +15.7% | +7.3% | +8.4% | +13.9% |
| 3M | -26.7% | +26.3% | -53.0% | -31.4% |
| 6M | +13.7% | +1.8% | +11.9% | +10.6% |
| YTD | +9.1% | +26.8% | -17.7% | +3.0% |
| 1Y | -15.5% | +66.7% | -82.2% | -20.8% |
| All | +7.0% | +180.5% | -173.5% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling