+391.9%
BAC vs GIS
-19.3%
+411.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.9% | +0.4% |
| 7D | -0.3% | -8.4% | +8.2% | +1.3% |
| 30D | -1.8% | -5.2% | +3.4% | -0.9% |
| 3M | +15.3% | +8.2% | +7.1% | +13.3% |
| 6M | +30.2% | -12.0% | +42.2% | +32.6% |
| YTD | +15.6% | -18.9% | +34.4% | +19.2% |
| 1Y | +27.5% | -23.6% | +51.1% | +32.8% |
| 3Y | +137.0% | -37.6% | +174.6% | +154.8% |
| 5Y | +75.6% | -25.2% | +100.8% | +78.2% |
| All | +391.9% | -19.3% | +411.2% | +390.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling