-35.4%
GTLB vs AHR
+356.1%
-391.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -5.7% | -2.1% | -3.6% | -5.4% |
| 30D | +15.1% | +1.9% | +13.3% | +14.6% |
| 3M | +65.5% | +15.7% | +49.8% | +61.1% |
| 6M | +102.9% | +2.5% | +100.4% | +101.7% |
| YTD | +25.2% | +15.0% | +10.2% | +19.8% |
| 1Y | -5.5% | +28.1% | -33.6% | -13.9% |
| All | -35.4% | +356.1% | -391.5% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling