+18.6%
GLXY vs WAT
+14.5%
+4.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +3.1% |
| 7D | +15.5% | -0.7% | +16.2% | +15.6% |
| 30D | +34.1% | -1.0% | +35.1% | +34.5% |
| 3M | -11.3% | +10.9% | -22.2% | -13.4% |
| 6M | +31.6% | +33.2% | -1.6% | +22.5% |
| YTD | +21.0% | +6.1% | +14.9% | +14.2% |
| 1Y | +11.7% | +30.2% | -18.6% | +3.5% |
| All | +18.6% | +14.5% | +4.2% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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