-3.5%
GTLB vs BEN
+43.6%
-47.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.4% |
| 7D | -4.1% | +0.3% | -4.4% | -4.1% |
| 30D | +12.3% | +0.9% | +11.4% | +12.0% |
| 3M | +65.9% | +9.2% | +56.7% | +61.6% |
| 6M | +104.0% | +36.8% | +67.2% | +81.2% |
| YTD | +26.0% | +44.4% | -18.4% | +13.4% |
| 1Y | -3.5% | +45.8% | -49.3% | -9.9% |
| All | -3.5% | +43.6% | -47.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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