-54.1%
GTLB vs BEN
+56.8%
-110.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.5% | +0.6% |
| 7D | -0.7% | +6.8% | -7.5% | -5.8% |
| 30D | -10.2% | +18.0% | -28.2% | -21.1% |
| 3M | +10.1% | +7.5% | +2.6% | +3.4% |
| 6M | +116.5% | +14.7% | +101.8% | +90.8% |
| YTD | +27.2% | +56.1% | -28.9% | -13.8% |
| 1Y | +8.6% | +69.6% | -61.0% | -31.8% |
| 3Y | +5.6% | +87.7% | -82.1% | -45.2% |
| 5Y | -61.8% | +28.6% | -90.5% | -74.2% |
| All | -54.1% | +56.8% | -110.8% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling