+12.6%
GTLB vs BBWI
+2.4%
+10.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.4% |
| 7D | -9.7% | +8.8% | -18.4% | -10.5% |
| 30D | +1.7% | +34.8% | -33.1% | -1.6% |
| 3M | +43.6% | +12.9% | +30.6% | +40.9% |
| 6M | +113.0% | +29.6% | +83.4% | +106.3% |
| YTD | +39.5% | +20.8% | +18.8% | +37.3% |
| 1Y | +12.6% | +4.1% | +8.5% | +10.6% |
| All | +12.6% | +2.4% | +10.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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