-54.6%
GTLB vs SUI
-28.3%
-26.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.4% |
| 7D | +4.6% | -3.1% | +7.7% | +6.8% |
| 30D | +21.0% | -2.3% | +23.3% | +22.6% |
| 3M | +51.7% | -2.8% | +54.5% | +53.7% |
| 6M | +89.3% | -12.4% | +101.6% | +104.2% |
| YTD | +25.6% | -3.3% | +28.9% | +25.8% |
| 1Y | -1.5% | -5.8% | +4.3% | -0.2% |
| 3Y | -9.9% | +12.5% | -22.4% | -28.5% |
| All | -54.6% | -28.3% | -26.4% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling