+18.6%
GLXY vs GEN
+6.5%
+12.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.7% | +5.5% | +3.7% |
| 7D | +15.5% | -0.7% | +16.1% | +15.8% |
| 30D | +34.1% | +2.6% | +31.5% | +32.7% |
| 3M | -11.3% | +15.8% | -27.1% | -16.9% |
| 6M | +31.6% | +33.1% | -1.5% | +13.0% |
| YTD | +21.0% | +11.3% | +9.7% | +14.6% |
| 1Y | +11.7% | +1.7% | +10.0% | +8.9% |
| All | +18.6% | +6.5% | +12.1% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling