+47,655.7%
TSCO vs GIS
+732.0%
+46,923.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.6% |
| 7D | -3.1% | -8.4% | +5.3% | -0.7% |
| 30D | -4.4% | -5.2% | +0.8% | -3.0% |
| 3M | +9.7% | +8.2% | +1.5% | +7.0% |
| 6M | -32.4% | -12.0% | -20.4% | -30.2% |
| YTD | -31.7% | -18.9% | -12.8% | -27.9% |
| 1Y | -41.3% | -23.6% | -17.7% | -37.1% |
| 3Y | -18.3% | -37.6% | +19.3% | -8.3% |
| 5Y | -10.3% | -25.2% | +14.9% | -4.6% |
| 10Y | +188.5% | -19.3% | +207.8% | +193.8% |
| All | +47,655.7% | +732.0% | +46,923.7% | +25,741.5% |
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