+13,503.3%
GOOGL vs GIS
+234.3%
+13,269.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.4% |
| 7D | +1.1% | -8.3% | +9.3% | +3.3% |
| 30D | -4.4% | +2.2% | -6.6% | -5.1% |
| 3M | -6.8% | +15.7% | -22.5% | -10.8% |
| 6M | +13.6% | -12.0% | +25.5% | +16.8% |
| YTD | +8.3% | -15.0% | +23.3% | +12.1% |
| 1Y | +44.9% | -20.1% | +65.1% | +52.0% |
| 3Y | +150.5% | -34.6% | +185.1% | +172.4% |
| 5Y | +137.7% | -22.8% | +160.6% | +137.6% |
| 10Y | +750.9% | -18.5% | +769.4% | +704.4% |
| All | +13,503.3% | +234.3% | +13,269.0% | +6,725.0% |
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