+15.5%
GLXY vs PTC
-17.7%
+33.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | +0.3% |
| 7D | +13.4% | -10.3% | +23.7% | +15.4% |
| 30D | +38.1% | +1.1% | +37.0% | +37.6% |
| 3M | -7.3% | +1.6% | -8.9% | -6.3% |
| 6M | +8.2% | -13.5% | +21.6% | +18.0% |
| YTD | +17.8% | -19.1% | +36.8% | +32.0% |
| 1Y | +14.9% | -33.9% | +48.8% | +38.4% |
| All | +15.5% | -17.7% | +33.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 all: compounded portfolio wealth divided by compounded PTC 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…
all analysis · Full analysis span regression · 6 months rolling