+14.7%
GTLB vs FND
-36.4%
+51.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +0.9% |
| 7D | +11.1% | -5.2% | +16.3% | +11.6% |
| 30D | +37.8% | -19.9% | +57.7% | +41.0% |
| 3M | +61.6% | +2.7% | +58.9% | +61.1% |
| 6M | +98.9% | -21.7% | +120.6% | +102.0% |
| YTD | +32.8% | -17.5% | +50.3% | +35.7% |
| 1Y | +14.7% | -39.3% | +54.0% | +33.2% |
| All | +14.7% | -36.4% | +51.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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