+1,086.7%
FLEX vs GIS
-19.2%
+1,105.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.5% |
| 7D | +6.4% | -8.6% | +15.0% | +5.8% |
| 30D | -5.9% | -0.5% | -5.4% | -5.9% |
| 3M | -23.5% | +11.9% | -35.4% | -23.2% |
| 6M | +83.7% | -11.6% | +95.3% | +84.2% |
| YTD | +86.5% | -16.3% | +102.8% | +87.0% |
| 1Y | +100.5% | -21.8% | +122.3% | +101.3% |
| 3Y | +469.8% | -35.7% | +505.5% | +472.8% |
| 5Y | +725.7% | -22.9% | +748.5% | +707.6% |
| 10Y | +1,086.7% | -16.8% | +1,103.5% | +1,038.5% |
| All | +1,086.7% | -19.2% | +1,105.9% | +1,038.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling