+76.1%
V vs GIS
-38.8%
+114.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +0.6% | +1.5% | -0.9% | +0.4% |
| 30D | +9.7% | +9.2% | +0.6% | +8.4% |
| 3M | +17.3% | -5.4% | +22.7% | +17.9% |
| 6M | +33.2% | +3.4% | +29.8% | +32.4% |
| YTD | +21.3% | -20.5% | +41.8% | +23.8% |
| 1Y | +27.3% | -20.0% | +47.3% | +29.7% |
| 3Y | +76.1% | -38.6% | +114.7% | +87.9% |
| All | +76.1% | -38.8% | +114.8% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling