+1,488.6%
GIS vs GEN
+8,838.9%
-7,350.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.4% |
| 7D | -7.8% | -1.2% | -6.7% | -7.8% |
| 30D | +6.6% | +10.1% | -3.6% | +6.0% |
| 3M | +21.0% | +16.1% | +4.9% | +20.0% |
| 6M | -9.1% | +38.9% | -47.9% | -10.8% |
| YTD | -13.6% | +14.4% | -28.1% | -14.4% |
| 1Y | -18.0% | +5.9% | -23.9% | -18.4% |
| 3Y | -33.7% | +58.8% | -92.5% | -35.6% |
| 5Y | -19.4% | +24.7% | -44.1% | -21.2% |
| 10Y | -21.3% | +163.1% | -184.3% | -26.6% |
| All | +1,488.6% | +8,838.9% | -7,350.3% | +896.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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