-36.9%
GLXY vs GEN
+8.6%
-45.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.7% | -5.6% |
| 7D | +5.3% | +2.0% | +3.2% | +5.0% |
| 30D | -19.8% | +27.7% | -47.5% | -24.3% |
| 3M | -31.4% | +3.3% | -34.6% | -31.5% |
| 6M | -53.3% | +31.8% | -85.1% | -59.2% |
| YTD | -35.7% | +13.5% | -49.2% | -38.9% |
| 1Y | -47.2% | +16.0% | -63.3% | -50.5% |
| All | -36.9% | +8.6% | -45.5% | -38.3% |
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