+278.4%
GIS vs NDAQ
+2,327.9%
-2,049.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.3% |
| 7D | -7.8% | -2.4% | -5.4% | -7.6% |
| 30D | +6.6% | +2.5% | +4.1% | +6.3% |
| 3M | +21.0% | +9.9% | +11.0% | +19.6% |
| 6M | -9.1% | +9.4% | -18.5% | -10.1% |
| YTD | -13.6% | +0.4% | -14.0% | -13.9% |
| 1Y | -18.0% | +4.0% | -22.0% | -18.7% |
| 3Y | -33.7% | +94.4% | -128.1% | -39.1% |
| 5Y | -19.4% | +56.7% | -76.2% | -24.8% |
| 10Y | -21.3% | +375.3% | -396.5% | -35.2% |
| All | +278.4% | +2,327.9% | -2,049.5% | +169.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling