+1,391.9%
GIS vs BBY
+73,762.8%
-72,370.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -8.4% | +0.7% | -9.1% | -8.4% |
| 30D | -5.2% | +5.8% | -11.0% | -5.5% |
| 3M | +8.2% | +18.0% | -9.8% | +7.1% |
| 6M | -12.0% | +39.8% | -51.9% | -13.9% |
| YTD | -18.9% | +35.4% | -54.3% | -20.5% |
| 1Y | -23.6% | +21.4% | -45.0% | -24.8% |
| 3Y | -37.6% | +39.5% | -77.1% | -39.5% |
| 5Y | -25.2% | -0.5% | -24.7% | -26.6% |
| 10Y | -19.3% | +240.0% | -259.4% | -27.1% |
| All | +1,391.9% | +73,762.8% | -72,370.9% | +738.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling