+263,909.3%
AMZN vs GIS
+501.7%
+263,407.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.4% |
| 7D | -3.0% | -7.8% | +4.9% | -1.1% |
| 30D | -5.2% | +6.6% | -11.8% | -6.7% |
| 3M | +1.9% | +21.0% | -19.1% | -3.1% |
| 6M | +19.2% | -9.1% | +28.3% | +21.3% |
| YTD | +12.0% | -13.6% | +25.6% | +14.9% |
| 1Y | +9.7% | -18.0% | +27.7% | +13.6% |
| 3Y | +87.2% | -33.7% | +120.8% | +100.5% |
| 5Y | +48.7% | -19.4% | +68.1% | +47.0% |
| 10Y | +569.3% | -21.3% | +590.6% | +546.3% |
| All | +263,909.3% | +501.7% | +263,407.6% | +106,556.4% |
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