+934.0%
BE vs GIS
+12.8%
+921.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -5.1% |
| 7D | +9.7% | -8.4% | +18.1% | +6.5% |
| 30D | +22.4% | -5.2% | +27.6% | +20.4% |
| 3M | +10.4% | +8.2% | +2.2% | +14.5% |
| 6M | +67.9% | -12.0% | +79.9% | +67.1% |
| YTD | +197.5% | -18.9% | +216.4% | +192.2% |
| 1Y | +310.6% | -23.6% | +334.2% | +301.8% |
| 3Y | +1,657.2% | -37.6% | +1,694.9% | +1,586.1% |
| 5Y | +1,218.2% | -25.2% | +1,243.3% | +1,145.3% |
| All | +934.0% | +12.8% | +921.1% | +861.8% |
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