-54.8%
GTLB vs GEN
+32.4%
-87.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.3% |
| 7D | -5.7% | -1.3% | -4.4% | -4.8% |
| 30D | +15.1% | +6.1% | +9.0% | +10.6% |
| 3M | +65.5% | +27.0% | +38.5% | +40.6% |
| 6M | +102.9% | +43.9% | +59.0% | +58.2% |
| YTD | +25.2% | +13.0% | +12.2% | +14.8% |
| 1Y | -5.5% | +4.0% | -9.6% | -8.9% |
| 3Y | -10.9% | +66.2% | -77.1% | -39.6% |
| All | -54.8% | +32.4% | -87.2% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling