+842.6%
ASX vs GIS
-17.6%
+860.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.8% | +10.4% | +8.5% |
| 7D | -12.3% | +0.4% | -12.7% | -12.2% |
| 30D | -26.0% | +10.1% | -36.1% | -25.3% |
| 3M | -8.1% | -3.7% | -4.5% | -7.9% |
| 6M | +1.4% | +4.3% | -2.9% | +1.9% |
| YTD | +115.6% | -19.8% | +135.4% | +118.3% |
| 1Y | +128.0% | -20.5% | +148.5% | +130.9% |
| 3Y | +371.4% | -38.3% | +409.7% | +381.9% |
| 5Y | +469.4% | -32.2% | +501.6% | +463.7% |
| 10Y | +842.6% | -18.0% | +860.6% | +756.7% |
| All | +842.6% | -17.6% | +860.2% | +756.7% |
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