-10.3%
GTLB vs SPXU
-79.4%
+69.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +3.0% |
| 7D | -4.1% | +6.4% | -10.4% | -0.9% |
| 30D | +12.3% | +5.9% | +6.4% | +16.1% |
| 3M | +65.9% | -11.7% | +77.6% | +57.2% |
| 6M | +104.0% | -28.7% | +132.7% | +74.1% |
| YTD | +26.0% | -26.4% | +52.4% | +10.8% |
| 1Y | -3.5% | -35.2% | +31.7% | -20.2% |
| All | -10.3% | -79.4% | +69.1% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling