+11,791.0%
GOOGL vs GIS
+210.2%
+11,580.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.6% |
| 7D | +3.9% | -3.4% | +7.2% | +4.7% |
| 30D | -14.9% | +6.9% | -21.8% | -16.6% |
| 3M | -14.6% | -10.1% | -4.4% | -12.7% |
| 6M | -26.4% | +5.9% | -32.3% | -28.3% |
| YTD | -5.3% | -21.1% | +15.8% | -0.6% |
| 1Y | +6.5% | -22.5% | +28.9% | +12.1% |
| 3Y | +126.0% | -39.0% | +165.0% | +149.5% |
| 5Y | +100.8% | -33.3% | +134.2% | +109.6% |
| 10Y | +673.8% | -17.0% | +690.8% | +608.0% |
| All | +11,791.0% | +210.2% | +11,580.8% | +5,953.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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