+259.2%
ASX vs GIS
-20.1%
+279.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.6% | +5.0% |
| 7D | +6.3% | -8.3% | +14.6% | +0.4% |
| 30D | +6.4% | +2.2% | +4.3% | +8.6% |
| 3M | +13.1% | +15.7% | -2.5% | +26.9% |
| 6M | +90.3% | -12.0% | +102.3% | +89.5% |
| YTD | +149.6% | -15.0% | +164.6% | +145.5% |
| All | +259.2% | -20.1% | +279.3% | +237.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling