+12.6%
GTLB vs MDY
+17.5%
-4.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -9.7% | +1.7% | -11.4% | -10.3% |
| 30D | +1.7% | +1.2% | +0.5% | +1.1% |
| 3M | +43.6% | -3.5% | +47.0% | +45.2% |
| 6M | +113.0% | +3.5% | +109.4% | +108.8% |
| YTD | +39.5% | +13.6% | +25.9% | +31.5% |
| 1Y | +12.6% | +17.1% | -4.4% | +5.5% |
| All | +12.6% | +17.5% | -4.9% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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