-5.4%
GLXY vs BEN
+45.3%
-50.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.5% | -5.5% | -5.3% |
| 7D | +4.5% | +3.4% | +1.2% | +0.7% |
| 30D | +28.8% | +1.8% | +27.1% | +26.4% |
| 3M | -23.0% | +8.4% | -31.4% | -28.9% |
| 6M | +17.0% | +35.6% | -18.6% | -15.0% |
| YTD | +12.5% | +46.4% | -33.9% | -21.7% |
| 1Y | -5.4% | +46.3% | -51.7% | -36.3% |
| All | -5.4% | +45.3% | -50.7% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling