-10.6%
GTLB vs GEN
+57.9%
-68.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.6% | -3.5% |
| 7D | +4.6% | -0.7% | +5.3% | +5.2% |
| 30D | +21.0% | +2.6% | +18.3% | +19.1% |
| 3M | +51.7% | +15.8% | +35.9% | +38.0% |
| 6M | +89.3% | +33.1% | +56.1% | +57.5% |
| YTD | +25.6% | +11.3% | +14.3% | +16.0% |
| 1Y | -1.5% | +1.7% | -3.2% | -4.4% |
| All | -10.6% | +57.9% | -68.5% | -37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling