-20.8%
GIS vs BEN
+56.7%
-77.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.9% |
| 7D | -8.4% | +0.3% | -8.7% | -8.5% |
| 30D | -5.2% | +0.9% | -6.1% | -5.3% |
| 3M | +8.2% | +9.2% | -1.0% | +6.9% |
| 6M | -12.0% | +36.8% | -48.8% | -15.7% |
| YTD | -18.9% | +44.4% | -63.3% | -22.9% |
| 1Y | -23.6% | +45.8% | -69.5% | -27.6% |
| 3Y | -37.6% | +52.5% | -90.1% | -41.8% |
| 5Y | -25.2% | +37.7% | -62.9% | -30.5% |
| All | -20.8% | +56.7% | -77.5% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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