+14.7%
GTLB vs LTH
+54.1%
-39.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.7% | +1.0% |
| 7D | +11.1% | -0.6% | +11.7% | +11.0% |
| 30D | +37.8% | -4.6% | +42.4% | +37.6% |
| 3M | +61.6% | +32.8% | +28.8% | +62.5% |
| 6M | +98.9% | +64.6% | +34.3% | +92.5% |
| YTD | +32.8% | +62.6% | -29.9% | +31.3% |
| 1Y | +14.7% | +49.9% | -35.3% | +19.8% |
| All | +14.7% | +54.1% | -39.5% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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