-54.5%
GTLB vs SUI
-27.1%
-27.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.9% |
| 7D | -9.6% | -2.4% | -7.2% | -8.3% |
| 30D | -15.5% | +3.3% | -18.9% | -17.8% |
| 3M | +12.4% | +0.7% | +11.7% | +11.0% |
| 6M | +84.6% | -4.1% | +88.7% | +86.7% |
| YTD | +26.1% | -1.8% | +27.9% | +24.2% |
| 1Y | +1.7% | -4.1% | +5.8% | +1.6% |
| 3Y | +6.1% | +17.4% | -11.3% | -18.7% |
| 5Y | -61.1% | -27.0% | -34.1% | -43.8% |
| All | -54.5% | -27.1% | -27.3% | -33.4% |
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