+2,979.8%
ASX vs GIS
+365.6%
+2,614.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +6.8% |
| 7D | -19.9% | +3.6% | -23.5% | -20.5% |
| 30D | -30.9% | +13.9% | -44.8% | -32.7% |
| 3M | -15.1% | +0.3% | -15.4% | -15.7% |
| 6M | -6.5% | +5.0% | -11.4% | -8.8% |
| YTD | +98.4% | -18.4% | +116.8% | +103.2% |
| 1Y | +107.9% | -17.4% | +125.3% | +112.0% |
| 3Y | +325.3% | -36.9% | +362.2% | +352.6% |
| 5Y | +447.3% | -30.4% | +477.7% | +452.7% |
| 10Y | +763.2% | -13.6% | +776.8% | +678.0% |
| All | +2,979.8% | +365.6% | +2,614.2% | +1,771.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling