+5.6%
GTLB vs SUI
+18.2%
-12.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.8% |
| 7D | -0.7% | -1.5% | +0.7% | -0.5% |
| 30D | -10.2% | +3.7% | -14.0% | -11.0% |
| 3M | +10.1% | -0.4% | +10.5% | +10.0% |
| 6M | +116.5% | -2.8% | +119.2% | +116.7% |
| YTD | +27.2% | -1.6% | +28.8% | +26.6% |
| 1Y | +8.6% | -2.1% | +10.6% | +8.1% |
| 3Y | +5.6% | +18.5% | -12.9% | -10.1% |
| All | +5.6% | +18.2% | -12.6% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling