+432.3%
ASX vs GIS
-19.2%
+451.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | -0.6% |
| 7D | -0.7% | -7.8% | +7.1% | -3.2% |
| 30D | +2.0% | +6.6% | -4.6% | +4.3% |
| 3M | -1.3% | +21.0% | -22.3% | +5.2% |
| 6M | +71.4% | -9.1% | +80.5% | +72.5% |
| YTD | +135.3% | -13.6% | +148.9% | +134.9% |
| 1Y | +267.5% | -18.0% | +285.5% | +264.3% |
| 3Y | +388.5% | -33.7% | +422.1% | +370.1% |
| All | +432.3% | -19.2% | +451.5% | +440.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling