+5.8%
GLXY vs AU
+179.1%
-173.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -2.7% |
| 7D | -8.9% | -7.0% | -2.0% | -6.9% |
| 30D | +19.9% | +7.3% | +12.6% | +18.0% |
| 3M | -20.0% | +33.2% | -53.2% | -26.0% |
| 6M | +10.5% | -0.6% | +11.2% | +8.0% |
| YTD | +7.9% | +26.2% | -18.2% | +2.0% |
| 1Y | -7.5% | +68.3% | -75.7% | -13.1% |
| All | +5.8% | +179.1% | -173.2% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling