-40.1%
GLXY vs GEN
+6.4%
-46.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.9% | +5.6% |
| 7D | -14.6% | +2.3% | -16.9% | -15.1% |
| 30D | -36.2% | +33.1% | -69.2% | -40.7% |
| 3M | -30.1% | +6.5% | -36.6% | -31.4% |
| 6M | -56.1% | +53.8% | -109.9% | -66.3% |
| YTD | -38.9% | +11.2% | -50.1% | -41.8% |
| 1Y | -55.0% | +19.4% | -74.4% | -59.0% |
| All | -40.1% | +6.4% | -46.5% | -41.3% |
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