-21.1%
GIS vs SPXU
-99.6%
+78.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.5% |
| 7D | -6.4% | +2.5% | -8.9% | -6.2% |
| 30D | -6.1% | +4.2% | -10.3% | -5.7% |
| 3M | +7.8% | -9.3% | +17.1% | +7.0% |
| 6M | -8.8% | -30.7% | +21.9% | -11.6% |
| YTD | -19.1% | -28.1% | +9.0% | -21.3% |
| 1Y | -24.8% | -35.2% | +10.5% | -27.4% |
| 3Y | -37.6% | -79.9% | +42.4% | -45.8% |
| 5Y | -25.4% | -86.4% | +61.0% | -35.4% |
| All | -21.1% | -99.6% | +78.5% | -56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling