-26.5%
IP vs GLXY
-38.8%
+12.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.3% | +6.7% | +1.8% |
| 7D | -0.3% | +5.3% | -5.6% | -0.7% |
| 30D | +7.9% | -19.8% | +27.7% | +8.8% |
| 3M | -15.3% | -31.4% | +16.0% | -13.9% |
| 6M | +10.5% | -53.3% | +63.8% | +15.1% |
| YTD | -9.4% | -35.7% | +26.3% | -9.4% |
| 1Y | -4.6% | -47.2% | +42.6% | -3.5% |
| All | -26.5% | -38.8% | +12.3% | -25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling