+89.7%
PBR vs GLXY
+15.1%
+74.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +3.5% |
| 7D | +2.5% | +15.5% | -13.0% | +2.2% |
| 30D | +19.4% | +34.1% | -14.7% | +18.6% |
| 3M | +20.8% | -11.3% | +32.1% | +20.7% |
| 6M | +23.5% | +31.6% | -8.1% | +22.3% |
| YTD | +83.4% | +21.0% | +62.4% | +81.5% |
| 1Y | +77.6% | +11.7% | +65.9% | +76.4% |
| All | +89.7% | +15.1% | +74.6% | +91.1% |
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