+1,218.2%
BE vs GIS
-25.0%
+1,243.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -6.1% |
| 7D | +9.7% | -8.4% | +18.1% | +3.3% |
| 30D | +22.4% | -5.2% | +27.6% | +18.5% |
| 3M | +10.4% | +8.2% | +2.2% | +19.2% |
| 6M | +67.9% | -12.0% | +79.9% | +64.3% |
| YTD | +197.5% | -18.9% | +216.4% | +181.9% |
| 1Y | +310.6% | -23.6% | +334.2% | +284.8% |
| 3Y | +1,657.2% | -37.6% | +1,694.9% | +1,449.0% |
| 5Y | +1,218.2% | -25.2% | +1,243.3% | +1,292.1% |
| All | +1,218.2% | -25.0% | +1,243.2% | +1,292.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling