+52.7%
AMZN vs GTLB
-49.8%
+102.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.7% |
| 7D | -2.7% | -4.1% | +1.4% | -1.9% |
| 30D | -7.5% | +12.3% | -19.8% | -10.2% |
| 3M | +5.8% | +65.9% | -60.1% | -6.0% |
| 6M | +17.5% | +104.0% | -86.4% | -1.8% |
| YTD | +9.1% | +26.0% | -16.9% | +0.8% |
| 1Y | +9.4% | -3.5% | +12.8% | +6.8% |
| 3Y | +82.2% | -9.6% | +91.9% | +70.6% |
| All | +52.7% | -49.8% | +102.5% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 10y: compounded portfolio wealth divided by compounded GTLB 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…
10y analysis · Full analysis span regression · 6 months rolling