+16,554.9%
INTC vs GIS
+1,482.6%
+15,072.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.6% | +10.6% | +9.5% |
| 7D | +17.4% | -8.3% | +25.7% | +20.4% |
| 30D | +2.8% | +2.2% | +0.6% | +1.7% |
| 3M | -5.3% | +15.7% | -21.0% | -11.2% |
| 6M | +140.6% | -12.0% | +152.6% | +145.4% |
| YTD | +183.1% | -15.0% | +198.1% | +190.6% |
| 1Y | +326.8% | -20.1% | +346.9% | +345.5% |
| 3Y | +179.4% | -34.6% | +214.1% | +207.4% |
| 5Y | +111.7% | -22.8% | +134.6% | +113.4% |
| 10Y | +253.8% | -18.5% | +272.3% | +235.6% |
| All | +16,554.9% | +1,482.6% | +15,072.3% | +3,751.0% |
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