+14.7%
GTLB vs IBN
-4.0%
+18.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | +11.1% | +1.4% | +9.6% | +11.2% |
| 30D | +37.8% | -0.3% | +38.1% | +37.8% |
| 3M | +61.6% | +17.1% | +44.5% | +65.5% |
| 6M | +98.9% | +3.4% | +95.5% | +98.4% |
| YTD | +32.8% | +2.5% | +30.2% | +33.7% |
| 1Y | +14.7% | -4.2% | +18.8% | +15.0% |
| All | +14.7% | -4.0% | +18.6% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling