-52.0%
GTLB vs BEN
+49.6%
-101.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.5% | -1.6% |
| 7D | +11.1% | +0.2% | +10.8% | +10.7% |
| 30D | +37.8% | -0.5% | +38.3% | +37.9% |
| 3M | +61.6% | +9.7% | +51.9% | +48.8% |
| 6M | +98.9% | +33.9% | +65.0% | +53.8% |
| YTD | +32.8% | +49.0% | -16.2% | -6.3% |
| 1Y | +14.7% | +42.1% | -27.5% | -16.8% |
| 3Y | +1.3% | +51.9% | -50.5% | -34.4% |
| All | -52.0% | +49.6% | -101.6% | -67.8% |
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