-21.1%
GIS vs WU
-39.1%
+18.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -6.4% | -3.5% | -2.9% | -5.7% |
| 30D | -6.1% | -2.9% | -3.2% | -5.6% |
| 3M | +7.8% | -2.3% | +10.1% | +7.8% |
| 6M | -8.8% | -25.4% | +16.6% | -4.2% |
| YTD | -19.1% | -21.2% | +2.1% | -16.1% |
| 1Y | -24.8% | -8.9% | -15.9% | -24.4% |
| 3Y | -37.6% | -29.0% | -8.6% | -34.8% |
| 5Y | -25.4% | -50.7% | +25.3% | -17.1% |
| All | -21.1% | -39.1% | +18.0% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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