-17.4%
GIS vs NDAQ
+28.8%
-46.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +4.7% |
| 7D | +8.5% | +3.9% | +4.5% | +7.6% |
| 30D | +15.3% | +19.0% | -3.7% | +11.8% |
| 3M | +0.9% | +17.6% | -16.6% | -1.9% |
| 6M | +7.9% | +21.0% | -13.1% | +3.8% |
| YTD | -17.6% | +14.1% | -31.7% | -22.2% |
| 1Y | -17.4% | +29.4% | -46.8% | -22.5% |
| All | -17.4% | +28.8% | -46.2% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling