-55.4%
GTLB vs GEN
+30.3%
-85.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.6% |
| 7D | -6.6% | -2.9% | -3.7% | -4.6% |
| 30D | +13.7% | +2.1% | +11.7% | +12.3% |
| 3M | +52.9% | +19.7% | +33.2% | +35.4% |
| 6M | +88.5% | +33.3% | +55.2% | +54.9% |
| YTD | +23.4% | +11.1% | +12.3% | +14.6% |
| 1Y | -3.8% | +3.0% | -6.8% | -6.6% |
| 3Y | -11.5% | +57.9% | -69.4% | -37.8% |
| All | -55.4% | +30.3% | -85.7% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling