+14.7%
GTLB vs RRX
+14.9%
-0.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +11.1% | +3.4% | +7.6% | +11.5% |
| 30D | +37.8% | -11.1% | +48.9% | +35.7% |
| 3M | +61.6% | -23.7% | +85.3% | +56.7% |
| 6M | +98.9% | -22.0% | +120.9% | +94.7% |
| YTD | +32.8% | +16.5% | +16.3% | +22.2% |
| 1Y | +14.7% | +11.5% | +3.1% | +8.2% |
| All | +14.7% | +14.9% | -0.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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