+144.5%
ASX vs GIS
-23.4%
+167.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -5.6% |
| 7D | +22.1% | -8.1% | +30.2% | +14.6% |
| 30D | -23.8% | +5.3% | -29.1% | -19.8% |
| 3M | -7.6% | -10.5% | +2.9% | -11.8% |
| 6M | +6.9% | +1.8% | +5.1% | +13.5% |
| YTD | +127.7% | -22.9% | +150.6% | +121.1% |
| 1Y | +144.5% | -22.9% | +167.5% | +138.1% |
| All | +144.5% | -23.4% | +167.9% | +138.1% |
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