+37,071.2%
ADI vs GIS
+1,507.8%
+35,563.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.2% |
| 7D | +0.4% | -7.8% | +8.3% | +2.5% |
| 30D | -3.8% | +6.6% | -10.4% | -5.6% |
| 3M | -15.3% | +21.0% | -36.2% | -20.2% |
| 6M | +6.7% | -9.1% | +15.8% | +8.3% |
| YTD | +34.8% | -13.6% | +48.4% | +38.4% |
| 1Y | +49.0% | -18.0% | +67.0% | +54.7% |
| 3Y | +108.1% | -33.7% | +141.7% | +126.0% |
| 5Y | +142.4% | -19.4% | +161.9% | +143.5% |
| 10Y | +589.9% | -21.3% | +611.2% | +576.0% |
| All | +37,071.2% | +1,507.8% | +35,563.3% | +12,552.9% |
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