+992.6%
HOOD vs GIS
-33.5%
+1,026.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -4.4% |
| 7D | +13.4% | -8.3% | +21.6% | +10.2% |
| 30D | +25.8% | +2.2% | +23.6% | +26.6% |
| 3M | +38.0% | +15.7% | +22.3% | +45.7% |
| 6M | +52.2% | -12.0% | +64.2% | +44.3% |
| YTD | +3.7% | -15.0% | +18.7% | -2.4% |
| 1Y | +0.1% | -20.1% | +20.2% | -7.6% |
| 3Y | +992.6% | -34.6% | +1,027.2% | +807.1% |
| All | +992.6% | -33.5% | +1,026.1% | +807.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling