-33.4%
GLXY vs BEN
+74.6%
-108.0%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.7% | -3.7% |
| 7D | +16.9% | +11.3% | +5.6% | +4.5% |
| 30D | -23.0% | +15.0% | -38.0% | -33.8% |
| 3M | -28.0% | +7.8% | -35.8% | -33.7% |
| 6M | -51.6% | +15.5% | -67.1% | -58.0% |
| YTD | -32.1% | +55.4% | -87.5% | -54.3% |
| 1Y | -51.5% | +63.3% | -114.7% | -68.5% |
| All | -33.4% | +74.6% | -108.0% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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