+954.6%
ASX vs GIS
-17.9%
+972.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.6% | +6.0% |
| 7D | +6.3% | -8.3% | +14.6% | +5.9% |
| 30D | +6.4% | +2.2% | +4.3% | +6.5% |
| 3M | +13.1% | +15.7% | -2.5% | +13.3% |
| 6M | +90.3% | -12.0% | +102.3% | +92.3% |
| YTD | +149.6% | -15.0% | +164.6% | +152.4% |
| 1Y | +249.2% | -20.1% | +269.3% | +254.0% |
| 3Y | +445.9% | -34.6% | +480.5% | +457.3% |
| 5Y | +477.7% | -22.8% | +500.6% | +462.1% |
| All | +954.6% | -17.9% | +972.5% | +885.2% |
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