+15.5%
GLXY vs DOC
+30.0%
-14.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | +13.4% | -1.5% | +14.9% | +14.1% |
| 30D | +38.1% | -4.8% | +42.9% | +40.6% |
| 3M | -7.3% | +6.9% | -14.2% | -11.2% |
| 6M | +8.2% | +20.7% | -12.6% | -2.5% |
| YTD | +17.8% | +34.1% | -16.4% | +2.2% |
| 1Y | +14.9% | +22.6% | -7.7% | +2.8% |
| All | +15.5% | +30.0% | -14.5% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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