-21.1%
GIS vs NDAQ
+368.2%
-389.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -6.4% | -5.6% | -0.8% | -5.2% |
| 30D | -6.1% | -4.4% | -1.8% | -5.2% |
| 3M | +7.8% | +5.9% | +2.0% | +6.4% |
| 6M | -8.8% | +7.7% | -16.5% | -10.5% |
| YTD | -19.1% | -5.2% | -14.0% | -18.7% |
| 1Y | -24.8% | -3.4% | -21.4% | -24.8% |
| 3Y | -37.6% | +85.6% | -123.2% | -47.8% |
| 5Y | -25.4% | +49.5% | -74.9% | -35.1% |
| All | -21.1% | +368.2% | -389.3% | -52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling