+1.8%
GTLB vs PTC
+10.3%
-8.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -3.5% | +0.8% | -4.3% | -3.9% |
| 30D | -9.0% | +1.2% | -10.2% | -9.4% |
| 3M | +15.9% | +32.6% | -16.8% | +0.4% |
| 6M | +104.9% | +36.1% | +68.8% | +76.7% |
| YTD | +26.0% | +12.7% | +13.3% | +30.2% |
| 1Y | +1.8% | +10.2% | -8.4% | +6.9% |
| All | +1.8% | +10.3% | -8.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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