-12.1%
GTLB vs BEN
+53.1%
-65.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | -6.6% | +3.4% | -9.9% | -8.0% |
| 30D | +13.7% | +1.8% | +12.0% | +12.7% |
| 3M | +52.9% | +8.4% | +44.5% | +46.5% |
| 6M | +88.5% | +35.6% | +52.9% | +59.9% |
| YTD | +23.4% | +46.4% | -22.9% | +0.8% |
| 1Y | -3.8% | +46.3% | -50.1% | -21.7% |
| All | -12.1% | +53.1% | -65.2% | -32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling