+668.0%
BE vs GIS
+9.7%
+658.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.4% | -7.3% | -4.0% |
| 7D | +10.8% | -3.4% | +14.2% | +9.5% |
| 30D | -19.8% | +6.9% | -26.7% | -16.9% |
| 3M | -18.7% | -10.1% | -8.6% | -20.4% |
| 6M | -33.7% | +5.9% | -39.6% | -30.7% |
| YTD | +121.0% | -21.1% | +142.1% | +117.9% |
| 1Y | +85.4% | -22.5% | +107.9% | +82.7% |
| 3Y | +1,709.5% | -39.0% | +1,748.5% | +1,643.8% |
| 5Y | +462.2% | -33.3% | +495.5% | +438.5% |
| All | +668.0% | +9.7% | +658.2% | +617.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling