-36.4%
GLXY vs LII
-40.7%
+4.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +5.5% |
| 7D | -0.5% | -1.2% | +0.6% | -0.4% |
| 30D | -28.6% | -2.0% | -26.7% | -29.4% |
| 3M | -28.1% | -20.2% | -7.8% | -21.3% |
| 6M | -52.0% | -32.5% | -19.5% | -43.4% |
| YTD | -35.1% | -27.4% | -7.7% | -28.0% |
| 1Y | -54.0% | -28.2% | -25.9% | -48.3% |
| All | -36.4% | -40.7% | +4.4% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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