+3,476.8%
STX vs GIS
-19.3%
+3,496.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.4% | -2.7% |
| 7D | +8.0% | -8.4% | +16.4% | +7.9% |
| 30D | +5.1% | -5.2% | +10.3% | +5.0% |
| 3M | +5.8% | +8.2% | -2.4% | +4.8% |
| 6M | +124.9% | -12.0% | +137.0% | +127.0% |
| YTD | +213.9% | -18.9% | +232.8% | +218.4% |
| 1Y | +350.4% | -23.6% | +374.0% | +359.4% |
| 3Y | +1,314.2% | -37.6% | +1,351.8% | +1,378.0% |
| 5Y | +1,092.8% | -25.2% | +1,118.0% | +1,063.3% |
| All | +3,476.8% | -19.3% | +3,496.1% | +3,460.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling