+642.6%
GS vs GIS
-18.7%
+661.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | +3.4% | -8.3% | +11.7% | +4.4% |
| 30D | +0.2% | +2.2% | -2.0% | -0.2% |
| 3M | -0.3% | +15.7% | -16.0% | -2.7% |
| 6M | +27.4% | -12.0% | +39.3% | +29.3% |
| YTD | +19.6% | -15.0% | +34.6% | +21.8% |
| 1Y | +42.5% | -20.1% | +62.6% | +46.3% |
| 3Y | +240.4% | -34.6% | +275.0% | +258.2% |
| 5Y | +188.9% | -22.8% | +211.8% | +189.9% |
| 10Y | +642.6% | -18.5% | +661.1% | +633.6% |
| All | +642.6% | -18.7% | +661.2% | +633.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling