+18.6%
GLXY vs IBN
-11.4%
+30.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.3% | +3.9% |
| 7D | +15.5% | -2.2% | +17.6% | +16.5% |
| 30D | +34.1% | -2.3% | +36.4% | +35.4% |
| 3M | -11.3% | +15.9% | -27.2% | -16.1% |
| 6M | +31.6% | +5.6% | +26.0% | +26.4% |
| YTD | +21.0% | -0.1% | +21.1% | +17.2% |
| 1Y | +11.7% | -6.5% | +18.2% | +5.2% |
| All | +18.6% | -11.4% | +30.1% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling