-52.0%
GTLB vs GEN
+34.2%
-86.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.2% | +2.6% |
| 7D | +11.1% | -1.2% | +12.2% | +12.0% |
| 30D | +37.8% | +10.1% | +27.7% | +29.1% |
| 3M | +61.6% | +16.1% | +45.5% | +45.9% |
| 6M | +98.9% | +38.9% | +60.1% | +58.8% |
| YTD | +32.8% | +14.4% | +18.3% | +20.6% |
| 1Y | +14.7% | +5.9% | +8.8% | +9.2% |
| 3Y | +1.3% | +58.8% | -57.4% | -29.1% |
| All | -52.0% | +34.2% | -86.2% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling