-18.0%
GIS vs SPXU
-40.4%
+22.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.7% | -2.6% |
| 7D | -7.8% | -0.1% | -7.7% | -7.8% |
| 30D | +6.6% | +0.8% | +5.7% | +6.5% |
| 3M | +21.0% | -4.7% | +25.7% | +21.5% |
| 6M | -9.1% | -29.6% | +20.6% | -7.0% |
| YTD | -13.6% | -29.9% | +16.3% | -11.7% |
| 1Y | -18.0% | -39.1% | +21.1% | -16.8% |
| All | -18.0% | -40.4% | +22.4% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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