-54.6%
GTLB vs A
+0.2%
-54.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.7% | -3.4% |
| 7D | +4.6% | -2.1% | +6.6% | +6.3% |
| 30D | +21.0% | +0.6% | +20.4% | +20.5% |
| 3M | +51.7% | +10.9% | +40.8% | +39.7% |
| 6M | +89.3% | +28.2% | +61.1% | +53.0% |
| YTD | +25.6% | +8.6% | +17.1% | +15.5% |
| 1Y | -1.5% | +15.5% | -17.1% | -15.7% |
| 3Y | -9.9% | +31.8% | -41.7% | -38.1% |
| All | -54.6% | +0.2% | -54.8% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling