+259.9%
GIS vs IBB
+580.2%
-320.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.6% | -1.2% |
| 7D | -4.6% | -1.4% | -3.2% | -4.4% |
| 30D | +6.6% | +6.8% | -0.2% | +5.1% |
| 3M | -8.1% | +9.2% | -17.3% | -9.9% |
| 6M | +4.9% | +28.3% | -23.4% | -0.5% |
| YTD | -21.4% | +29.4% | -50.7% | -25.7% |
| 1Y | -21.6% | +33.2% | -54.8% | -26.4% |
| 3Y | -39.3% | +90.2% | -129.5% | -47.3% |
| 5Y | -33.2% | +44.0% | -77.2% | -39.3% |
| 10Y | -17.3% | +133.1% | -150.4% | -33.8% |
| All | +259.9% | +580.2% | -320.3% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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