+482.7%
ASX vs GTLB
-49.0%
+531.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.3% | +6.7% |
| 7D | -19.9% | -11.1% | -8.8% | -18.2% |
| 30D | -30.9% | -7.5% | -23.4% | -29.8% |
| 3M | -15.1% | +34.8% | -49.9% | -19.6% |
| 6M | -6.5% | +98.0% | -104.5% | -18.2% |
| YTD | +98.4% | +28.1% | +70.3% | +85.5% |
| 1Y | +107.9% | +5.6% | +102.3% | +101.3% |
| 3Y | +325.3% | +15.9% | +309.3% | +291.0% |
| 5Y | +447.3% | -61.1% | +508.4% | +400.8% |
| All | +482.7% | -49.0% | +531.6% | +426.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling