+38.7%
EXPE vs GTLB
+14.4%
+24.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.7% | -1.9% |
| 7D | -9.5% | +11.1% | -20.6% | -11.9% |
| 30D | -6.6% | +37.8% | -44.4% | -14.3% |
| 3M | +31.4% | +61.6% | -30.2% | +15.1% |
| 6M | +35.2% | +98.9% | -63.7% | +11.4% |
| YTD | +5.8% | +32.8% | -27.0% | -4.7% |
| 1Y | +38.7% | +14.7% | +24.0% | +27.9% |
| All | +38.7% | +14.4% | +24.2% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling