-2.5%
GTLB vs Q
+75.4%
-77.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +1.9% |
| 7D | -4.1% | +4.1% | -8.2% | -3.7% |
| 30D | +12.3% | -10.7% | +23.1% | +11.1% |
| 3M | +65.9% | -11.7% | +77.6% | +63.1% |
| 6M | +104.0% | +8.3% | +95.6% | +95.7% |
| YTD | +26.0% | +51.3% | -25.3% | +15.9% |
| All | -2.5% | +75.4% | -77.9% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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