+121,410.5%
AAPL vs GIS
+1,482.6%
+119,927.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.7% |
| 7D | -2.7% | -8.3% | +5.5% | -0.2% |
| 30D | +1.0% | +2.2% | -1.2% | +0.3% |
| 3M | +5.0% | +15.7% | -10.7% | -0.1% |
| 6M | +23.0% | -12.0% | +35.0% | +27.0% |
| YTD | +16.6% | -15.0% | +31.6% | +21.3% |
| 1Y | +33.4% | -20.1% | +53.5% | +41.0% |
| 3Y | +79.9% | -34.6% | +114.5% | +99.3% |
| 5Y | +109.0% | -22.8% | +131.9% | +116.3% |
| 10Y | +1,210.4% | -18.5% | +1,228.9% | +1,195.8% |
| All | +121,410.5% | +1,482.6% | +119,927.9% | +35,500.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 all: compounded portfolio wealth divided by compounded GIS 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…
all analysis · Full analysis span regression · 6 months rolling