-36.3%
GTLB vs AHR
+357.7%
-394.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | -6.6% | -4.3% | -2.2% | -6.0% |
| 30D | +13.7% | -3.1% | +16.8% | +14.1% |
| 3M | +52.9% | +15.7% | +37.2% | +48.9% |
| 6M | +88.5% | +4.1% | +84.4% | +86.6% |
| YTD | +23.4% | +15.4% | +8.0% | +18.0% |
| 1Y | -3.8% | +28.0% | -31.8% | -12.2% |
| All | -36.3% | +357.7% | -394.0% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling