+8,077.9%
AMD vs GIS
-18.2%
+8,096.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.6% | +17.3% | +14.4% |
| 7D | +6.5% | +1.5% | +4.9% | +6.7% |
| 30D | -15.3% | +9.2% | -24.5% | -14.2% |
| 3M | +9.7% | -5.4% | +15.1% | +9.8% |
| 6M | +13.2% | +3.4% | +9.8% | +14.0% |
| YTD | +140.6% | -20.5% | +161.0% | +142.0% |
| 1Y | +111.2% | -20.0% | +131.1% | +112.2% |
| 3Y | +334.4% | -38.6% | +373.0% | +339.6% |
| 5Y | +268.3% | -33.1% | +301.4% | +258.5% |
| 10Y | +8,077.9% | -16.4% | +8,094.3% | +6,723.1% |
| All | +8,077.9% | -18.2% | +8,096.2% | +6,723.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling