+0.8%
SW vs GLXY
-40.6%
+41.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -17.0% | +21.1% | +5.1% |
| 7D | +12.1% | -26.8% | +38.9% | +13.9% |
| 30D | +6.6% | -38.3% | +44.9% | +9.6% |
| 3M | -6.0% | -36.9% | +30.9% | -3.9% |
| 6M | +21.5% | -52.1% | +73.6% | +26.7% |
| YTD | +20.3% | -37.5% | +57.9% | +21.1% |
| 1Y | +28.1% | -55.2% | +83.3% | +32.1% |
| All | +0.8% | -40.6% | +41.3% | +1.0% |
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