+272,232.7%
AMZN vs GIS
+449.6%
+271,783.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.8% |
| 7D | +2.8% | -3.4% | +6.2% | +3.6% |
| 30D | +5.0% | +6.9% | -1.9% | +3.1% |
| 3M | +0.6% | -10.1% | +10.7% | +2.6% |
| 6M | -1.3% | +5.9% | -7.1% | -3.5% |
| YTD | +15.5% | -21.1% | +36.6% | +20.5% |
| 1Y | +12.2% | -22.5% | +34.7% | +17.5% |
| 3Y | +87.0% | -39.0% | +126.0% | +103.7% |
| 5Y | +51.3% | -33.3% | +84.6% | +57.3% |
| 10Y | +621.7% | -17.0% | +638.7% | +570.5% |
| All | +272,232.7% | +449.6% | +271,783.1% | +111,769.8% |
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