+125.7%
ASX vs GIS
-20.3%
+146.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.8% | +10.4% | +7.2% |
| 7D | -12.3% | +0.4% | -12.7% | -11.5% |
| 30D | -26.0% | +10.1% | -36.1% | -19.4% |
| 3M | -8.1% | -3.7% | -4.5% | -7.4% |
| 6M | +1.4% | +4.3% | -2.9% | +10.5% |
| YTD | +115.6% | -19.8% | +135.4% | +115.2% |
| All | +125.7% | -20.3% | +146.0% | +126.8% |
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