+1,008.4%
ASX vs GIS
-18.8%
+1,027.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -4.2% |
| 7D | +22.1% | -8.1% | +30.2% | +21.2% |
| 30D | -23.8% | +5.3% | -29.1% | -23.4% |
| 3M | -7.6% | -10.5% | +2.9% | -7.8% |
| 6M | +6.9% | +1.8% | +5.1% | +7.0% |
| YTD | +127.7% | -22.9% | +150.6% | +129.7% |
| 1Y | +144.5% | -22.9% | +167.5% | +146.6% |
| 3Y | +377.8% | -40.5% | +418.3% | +386.2% |
| 5Y | +498.2% | -34.9% | +533.1% | +490.1% |
| All | +1,008.4% | -18.8% | +1,027.2% | +899.1% |
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