+992.0%
ASX vs GIS
-19.2%
+1,011.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.5% |
| 7D | +11.1% | -8.6% | +19.7% | +10.7% |
| 30D | +9.6% | -0.5% | +10.1% | +9.6% |
| 3M | +18.6% | +11.9% | +6.7% | +18.8% |
| 6M | +92.1% | -11.6% | +103.7% | +93.8% |
| YTD | +158.5% | -16.3% | +174.8% | +161.2% |
| 1Y | +271.9% | -21.8% | +293.6% | +276.9% |
| 3Y | +465.2% | -35.7% | +500.9% | +476.7% |
| 5Y | +479.4% | -22.9% | +502.3% | +461.5% |
| 10Y | +992.0% | -16.8% | +1,008.8% | +919.5% |
| All | +992.0% | -19.2% | +1,011.2% | +919.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling