+14.7%
GTLB vs FHN
+13.2%
+1.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +11.1% | +1.2% | +9.9% | +10.8% |
| 30D | +37.8% | -4.7% | +42.5% | +38.3% |
| 3M | +61.6% | +3.5% | +58.0% | +60.9% |
| 6M | +98.9% | +7.8% | +91.1% | +95.9% |
| YTD | +32.8% | +5.9% | +26.9% | +32.4% |
| 1Y | +14.7% | +12.5% | +2.2% | +17.6% |
| All | +14.7% | +13.2% | +1.5% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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