+113.9%
SOXX vs GLXY
+8.0%
+105.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.7% |
| 7D | +2.2% | +13.4% | -11.2% | -1.4% |
| 30D | -2.0% | +38.1% | -40.1% | -10.6% |
| 3M | -13.7% | -7.3% | -6.4% | -13.8% |
| 6M | +52.4% | +8.2% | +44.2% | +45.5% |
| YTD | +72.8% | +17.8% | +55.1% | +58.3% |
| 1Y | +113.9% | +14.9% | +99.0% | +117.4% |
| All | +113.9% | +8.0% | +105.9% | +117.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling