-20.1%
GIS vs ACWI
+21.5%
-41.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.7% |
| 7D | -8.3% | +1.1% | -9.3% | -7.9% |
| 30D | +2.2% | -0.2% | +2.4% | +2.1% |
| 3M | +15.7% | +4.7% | +11.0% | +17.5% |
| 6M | -12.0% | +14.5% | -26.4% | -9.2% |
| YTD | -15.0% | +14.6% | -29.6% | -12.0% |
| 1Y | -20.1% | +21.4% | -41.6% | -18.3% |
| All | -20.1% | +21.5% | -41.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling