-4.9%
GTLB vs QID
-33.6%
+28.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +2.7% |
| 7D | -4.1% | +2.7% | -6.8% | -3.4% |
| 30D | +12.3% | +3.3% | +9.0% | +13.4% |
| 3M | +65.9% | -5.5% | +71.4% | +63.6% |
| 6M | +104.0% | -28.4% | +132.4% | +82.2% |
| YTD | +26.0% | -26.6% | +52.6% | +14.9% |
| All | -4.9% | -33.6% | +28.7% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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