+76.0%
IBKR vs GLXY
+3.8%
+72.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.9% |
| 7D | -1.3% | -7.3% | +6.0% | +0.2% |
| 30D | -0.2% | +15.7% | -16.0% | -3.6% |
| 3M | +3.0% | -26.7% | +29.6% | +8.1% |
| 6M | +33.9% | +13.7% | +20.2% | +26.4% |
| YTD | +42.5% | +9.1% | +33.4% | +32.6% |
| 1Y | +44.9% | -15.5% | +60.3% | +41.7% |
| All | +76.0% | +3.8% | +72.1% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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