-25.0%
IP vs GLXY
-40.0%
+14.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -1.0% |
| 7D | 0.0% | -16.2% | +16.2% | +0.9% |
| 30D | +9.4% | -30.6% | +40.0% | +11.4% |
| 3M | -14.1% | -27.7% | +13.7% | -12.9% |
| 6M | +9.2% | -53.3% | +62.5% | +13.8% |
| YTD | -7.5% | -36.9% | +29.4% | -7.4% |
| 1Y | -2.8% | -55.6% | +52.8% | -0.2% |
| All | -25.0% | -40.0% | +14.9% | -24.2% |
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