+49.5%
TQQQ vs GIS
-24.1%
+73.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.4% |
| 7D | -1.9% | -6.4% | +4.5% | -5.8% |
| 30D | -4.9% | -6.1% | +1.3% | -8.2% |
| 3M | -6.4% | +7.8% | -14.2% | +0.3% |
| 6M | +44.4% | -8.8% | +53.2% | +41.3% |
| YTD | +35.2% | -19.1% | +54.3% | +22.4% |
| 1Y | +49.5% | -24.8% | +74.3% | +30.5% |
| All | +49.5% | -24.1% | +73.6% | +30.5% |
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 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