+14.7%
GTLB vs AHR
+33.1%
-18.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +2.9% | +0.2% |
| 7D | +11.1% | -1.5% | +12.5% | +10.4% |
| 30D | +37.8% | -1.4% | +39.2% | +36.8% |
| 3M | +61.6% | +18.6% | +43.0% | +77.1% |
| 6M | +98.9% | +6.6% | +92.4% | +106.9% |
| YTD | +32.8% | +17.5% | +15.3% | +48.6% |
| 1Y | +14.7% | +30.9% | -16.2% | +47.4% |
| All | +14.7% | +33.1% | -18.4% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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