+179.3%
HOOD vs GIS
-23.6%
+202.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -2.2% |
| 7D | +7.7% | -8.6% | +16.3% | +5.1% |
| 30D | +22.0% | -0.5% | +22.4% | +21.8% |
| 3M | +37.6% | +11.9% | +25.7% | +42.6% |
| 6M | +45.3% | -11.6% | +56.9% | +40.0% |
| YTD | +1.9% | -16.3% | +18.3% | -3.0% |
| 1Y | -2.7% | -21.8% | +19.0% | -8.8% |
| 3Y | +973.4% | -35.7% | +1,009.0% | +849.1% |
| 5Y | +179.3% | -22.9% | +202.1% | +124.7% |
| All | +179.3% | -23.6% | +202.9% | +124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling