+18.6%
GLXY vs EXEL
+25.4%
-6.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +3.6% |
| 7D | +15.5% | +1.4% | +14.1% | +14.8% |
| 30D | +34.1% | +6.7% | +27.5% | +30.6% |
| 3M | -11.3% | +11.5% | -22.8% | -15.7% |
| 6M | +31.6% | +38.8% | -7.2% | +12.6% |
| YTD | +21.0% | +31.6% | -10.6% | +5.4% |
| 1Y | +11.7% | +53.0% | -41.3% | -10.0% |
| All | +18.6% | +25.4% | -6.8% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling