+8.9%
WMT vs GLXY
+7.0%
+1.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.8% | -0.4% |
| 7D | -0.2% | +4.5% | -4.8% | -0.1% |
| 30D | -5.8% | +28.8% | -34.7% | -5.2% |
| 3M | -10.8% | -23.0% | +12.3% | -10.5% |
| 6M | -14.3% | +17.0% | -31.3% | -13.9% |
| YTD | -4.4% | +12.5% | -16.9% | -4.3% |
| 1Y | +4.3% | -5.4% | +9.7% | +4.3% |
| All | +8.9% | +7.0% | +1.9% | +9.3% |
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