+1.5%
ABNB vs GIS
-25.0%
+26.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.9% | -1.3% |
| 7D | -9.5% | -8.4% | -1.1% | -9.9% |
| 30D | -9.4% | -5.2% | -4.2% | -9.6% |
| 3M | +29.9% | +8.2% | +21.7% | +31.4% |
| 6M | +26.6% | -12.0% | +38.6% | +24.3% |
| YTD | +23.5% | -18.9% | +42.4% | +20.1% |
| 1Y | +35.8% | -23.6% | +59.5% | +30.9% |
| 3Y | +15.0% | -37.6% | +52.6% | +7.5% |
| 5Y | +1.5% | -25.2% | +26.7% | -1.2% |
| All | +1.5% | -25.0% | +26.5% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling