-16.8%
GIS vs MSCI
+615.8%
-632.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -8.6% | -1.1% | -7.5% | -8.5% |
| 30D | -0.5% | -1.2% | +0.7% | -0.3% |
| 3M | +11.9% | -8.4% | +20.3% | +12.9% |
| 6M | -11.6% | -1.0% | -10.6% | -11.6% |
| YTD | -16.3% | -2.3% | -14.1% | -16.4% |
| 1Y | -21.8% | -1.2% | -20.6% | -22.0% |
| 3Y | -35.7% | +7.9% | -43.6% | -37.0% |
| 5Y | -22.9% | -10.1% | -12.8% | -23.7% |
| 10Y | -16.8% | +631.0% | -647.8% | -41.9% |
| All | -16.8% | +615.8% | -632.6% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling