-61.1%
GTLB vs GEN
+35.2%
-96.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +0.1% |
| 7D | -9.6% | -0.8% | -8.8% | -9.1% |
| 30D | -15.5% | +31.2% | -46.7% | -30.6% |
| 3M | +12.4% | +6.1% | +6.3% | +5.9% |
| 6M | +84.6% | +38.1% | +46.5% | +45.6% |
| YTD | +26.1% | +14.4% | +11.7% | +12.3% |
| 1Y | +1.7% | +15.1% | -13.4% | -10.1% |
| 3Y | +6.1% | +68.5% | -62.4% | -30.4% |
| 5Y | -61.1% | +35.8% | -96.9% | -75.8% |
| All | -61.1% | +35.2% | -96.3% | -75.8% |
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