+3,552.3%
ASX vs GIS
+392.7%
+3,159.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.6% |
| 7D | -0.7% | -7.8% | +7.1% | +0.7% |
| 30D | +2.0% | +6.6% | -4.6% | +0.7% |
| 3M | -1.3% | +21.0% | -22.3% | -5.8% |
| 6M | +71.4% | -9.1% | +80.5% | +73.4% |
| YTD | +135.3% | -13.6% | +148.9% | +140.0% |
| 1Y | +267.5% | -18.0% | +285.5% | +277.5% |
| 3Y | +388.5% | -33.7% | +422.1% | +417.9% |
| 5Y | +417.1% | -19.4% | +436.5% | +404.0% |
| 10Y | +872.7% | -21.3% | +894.0% | +824.1% |
| All | +3,552.3% | +392.7% | +3,159.6% | +2,109.9% |
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 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