-22.9%
GIS vs CNP
+70.6%
-93.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -8.6% | +0.7% | -9.3% | -8.8% |
| 30D | -0.5% | -0.1% | -0.4% | -0.5% |
| 3M | +11.9% | -5.6% | +17.5% | +14.1% |
| 6M | -11.6% | -7.5% | -4.1% | -9.3% |
| YTD | -16.3% | +5.5% | -21.8% | -18.1% |
| 1Y | -21.8% | +8.3% | -30.1% | -24.2% |
| 3Y | -35.7% | +51.8% | -87.4% | -45.0% |
| 5Y | -22.9% | +69.9% | -92.7% | -37.3% |
| All | -22.9% | +70.6% | -93.5% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CNP 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling