+1,488.6%
GIS vs BEN
+4,913.3%
-3,424.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.0% |
| 7D | -7.8% | +0.2% | -8.1% | -7.9% |
| 30D | +6.6% | -0.5% | +7.1% | +6.6% |
| 3M | +21.0% | +9.7% | +11.2% | +19.1% |
| 6M | -9.1% | +33.9% | -43.0% | -13.3% |
| YTD | -13.6% | +49.0% | -62.6% | -19.1% |
| 1Y | -18.0% | +42.1% | -60.1% | -22.8% |
| 3Y | -33.7% | +51.9% | -85.5% | -39.0% |
| 5Y | -19.4% | +39.0% | -58.5% | -26.2% |
| 10Y | -21.3% | +57.9% | -79.1% | -32.1% |
| All | +1,488.6% | +4,913.3% | -3,424.8% | +480.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling