+59.2%
TQQQ vs GIS
-18.7%
+77.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +2.9% | -1.0% |
| 7D | +0.7% | -7.8% | +8.6% | -4.1% |
| 30D | -0.6% | +6.6% | -7.2% | +3.8% |
| 3M | -14.9% | +21.0% | -35.9% | -1.9% |
| 6M | +44.6% | -9.1% | +53.6% | +40.6% |
| YTD | +37.8% | -13.6% | +51.4% | +30.6% |
| 1Y | +59.2% | -18.0% | +77.2% | +45.7% |
| All | +59.2% | -18.7% | +77.8% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling