+18.6%
GLXY vs HIG
+7.7%
+11.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.0% | +4.7% | +1.3% |
| 7D | +15.5% | -1.1% | +16.5% | +14.5% |
| 30D | +34.1% | -4.9% | +39.0% | +30.0% |
| 3M | -11.3% | +6.8% | -18.1% | -8.3% |
| 6M | +31.6% | -1.7% | +33.3% | +33.7% |
| YTD | +21.0% | -0.2% | +21.2% | +25.5% |
| 1Y | +11.7% | +5.7% | +6.0% | +15.1% |
| All | +18.6% | +7.7% | +11.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling