+10.2%
WMT vs GLXY
+3.8%
+6.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.4% |
| 7D | 0.0% | -7.3% | +7.3% | -0.2% |
| 30D | -7.4% | +15.7% | -23.2% | -7.0% |
| 3M | -10.9% | -26.7% | +15.8% | -10.7% |
| 6M | -12.7% | +13.7% | -26.4% | -12.3% |
| YTD | -3.2% | +9.1% | -12.3% | -3.1% |
| 1Y | +5.3% | -15.5% | +20.7% | +5.1% |
| All | +10.2% | +3.8% | +6.4% | +10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling