+32.9%
XLV vs GLXY
-57.6%
+90.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -17.0% | +20.1% | +2.9% |
| 7D | +5.5% | -26.8% | +32.4% | +5.3% |
| 30D | +13.3% | -38.3% | +51.6% | +13.1% |
| 3M | +17.4% | -36.9% | +54.4% | +17.2% |
| 6M | +32.1% | -52.1% | +84.2% | +32.5% |
| YTD | +24.0% | -37.5% | +61.6% | +22.6% |
| 1Y | +32.9% | -55.2% | +88.1% | +32.3% |
| All | +32.9% | -57.6% | +90.5% | +32.3% |
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 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