+6.9%
GTLB vs DOC
+21.7%
-14.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.2% | -6.5% |
| 7D | -13.5% | +6.2% | -19.8% | -13.5% |
| 30D | -5.1% | +6.5% | -11.6% | -5.2% |
| 3M | +35.5% | -6.2% | +41.7% | +36.2% |
| 6M | +97.2% | +25.6% | +71.6% | +93.4% |
| YTD | +30.5% | +32.1% | -1.5% | +18.7% |
| 1Y | +6.9% | +20.3% | -13.4% | +8.3% |
| All | +6.9% | +21.7% | -14.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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