+22.6%
NI vs GLXY
-38.8%
+61.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.3% | +5.8% | +0.6% |
| 7D | +4.3% | +5.3% | -1.0% | +4.1% |
| 30D | +12.4% | -19.8% | +32.2% | +12.7% |
| 3M | +10.2% | -31.4% | +41.5% | +10.9% |
| 6M | -0.8% | -53.3% | +52.5% | +0.7% |
| YTD | +13.2% | -35.7% | +48.9% | +13.0% |
| 1Y | +10.1% | -47.2% | +57.3% | +10.5% |
| All | +22.6% | -38.8% | +61.4% | +21.8% |
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 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