+8,589.7%
PWR vs GIS
+403.0%
+8,186.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.7% |
| 7D | +4.5% | -8.3% | +12.8% | +6.8% |
| 30D | -4.9% | +2.2% | -7.1% | -5.7% |
| 3M | -7.9% | +15.7% | -23.6% | -12.5% |
| 6M | +18.3% | -12.0% | +30.3% | +21.0% |
| YTD | +51.5% | -15.0% | +66.5% | +55.6% |
| 1Y | +70.3% | -20.1% | +90.4% | +77.4% |
| 3Y | +210.6% | -34.6% | +245.2% | +235.2% |
| 5Y | +456.7% | -22.8% | +479.5% | +452.3% |
| 10Y | +2,396.1% | -18.5% | +2,414.6% | +2,222.8% |
| All | +8,589.7% | +403.0% | +8,186.7% | +4,474.5% |
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