+58.8%
XLK vs GLXY
+2.7%
+56.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | -0.8% |
| 7D | -0.4% | -8.9% | +8.5% | +0.9% |
| 30D | -0.5% | +19.9% | -20.3% | -3.3% |
| 3M | +5.0% | -20.0% | +25.0% | +6.9% |
| 6M | +32.9% | +10.5% | +22.3% | +28.9% |
| YTD | +29.0% | +7.9% | +21.0% | +24.0% |
| 1Y | +37.8% | -7.5% | +45.3% | +35.1% |
| All | +58.8% | +2.7% | +56.1% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling