+12.6%
GTLB vs A
+24.4%
-11.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | -9.7% | -2.4% | -7.3% | -8.9% |
| 30D | +1.7% | +3.6% | -1.9% | +0.7% |
| 3M | +43.6% | +27.5% | +16.1% | +32.8% |
| 6M | +113.0% | +58.5% | +54.5% | +83.5% |
| YTD | +39.5% | +31.2% | +8.4% | +27.6% |
| 1Y | +12.6% | +22.2% | -9.6% | +2.7% |
| All | +12.6% | +24.4% | -11.8% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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