+50.9%
AMZN vs GTLB
-62.9%
+113.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -3.5% | +6.3% | +3.6% |
| 30D | +3.4% | -9.0% | +12.4% | +5.4% |
| 3M | +0.1% | +15.9% | -15.8% | -4.0% |
| 6M | +0.6% | +104.9% | -104.2% | -15.9% |
| YTD | +15.9% | +26.0% | -10.1% | +6.4% |
| 1Y | +9.5% | +1.8% | +7.7% | +5.4% |
| 3Y | +86.3% | +6.0% | +80.3% | +66.9% |
| All | +50.9% | -62.9% | +113.7% | +36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling