+3,313.2%
V vs GIS
+125.1%
+3,188.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +0.6% | +1.5% | -0.9% | +0.1% |
| 30D | +9.7% | +9.2% | +0.6% | +6.5% |
| 3M | +17.3% | -5.4% | +22.7% | +18.8% |
| 6M | +33.2% | +3.4% | +29.8% | +30.7% |
| YTD | +21.3% | -20.5% | +41.8% | +28.8% |
| 1Y | +27.3% | -20.0% | +47.3% | +34.7% |
| 3Y | +76.1% | -38.6% | +114.7% | +101.0% |
| 5Y | +103.5% | -33.1% | +136.5% | +120.2% |
| 10Y | +454.5% | -16.4% | +470.9% | +426.6% |
| All | +3,313.2% | +125.1% | +3,188.1% | +1,814.0% |
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