+375.1%
META vs GIS
-18.7%
+393.7%
-76.7%
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 | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | +6.0% | -8.3% | +14.3% | +6.6% |
| 30D | +3.6% | +2.2% | +1.4% | +3.4% |
| 3M | +4.9% | +15.7% | -10.8% | +4.1% |
| 6M | -4.7% | -12.0% | +7.3% | -4.3% |
| YTD | -6.9% | -15.0% | +8.1% | -6.4% |
| 1Y | -18.2% | -20.1% | +1.9% | -17.5% |
| 3Y | +107.8% | -34.6% | +142.4% | +111.2% |
| 5Y | +63.9% | -22.8% | +86.8% | +60.1% |
| 10Y | +375.1% | -18.5% | +393.6% | +385.8% |
| All | +375.1% | -18.7% | +393.7% | +385.8% |
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