-3.5%
GTLB vs RRC
+24.3%
-27.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | -4.1% | -1.2% | -2.9% | -4.2% |
| 30D | +12.3% | +3.0% | +9.3% | +12.6% |
| 3M | +65.9% | +7.3% | +58.6% | +66.5% |
| 6M | +104.0% | +3.6% | +100.4% | +103.6% |
| YTD | +26.0% | +19.4% | +6.7% | +30.5% |
| 1Y | -3.5% | +21.4% | -24.9% | +3.8% |
| All | -3.5% | +24.3% | -27.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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