-38.1%
GLXY vs GEN
+7.2%
-45.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.9% |
| 7D | -16.2% | +1.0% | -17.2% | -16.4% |
| 30D | -30.6% | +29.1% | -59.7% | -34.9% |
| 3M | -27.7% | +2.9% | -30.6% | -28.0% |
| 6M | -53.3% | +33.6% | -86.9% | -59.9% |
| YTD | -36.9% | +12.0% | -48.9% | -39.9% |
| 1Y | -55.6% | +16.2% | -71.8% | -58.7% |
| All | -38.1% | +7.2% | -45.3% | -39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling