+0.2%
GTLB vs SUI
+12.1%
-11.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +11.1% | -2.8% | +13.9% | +11.6% |
| 30D | +37.8% | -1.2% | +39.0% | +38.0% |
| 3M | +61.6% | -1.7% | +63.3% | +61.8% |
| 6M | +98.9% | -10.5% | +109.4% | +103.1% |
| YTD | +32.8% | -1.8% | +34.6% | +32.4% |
| 1Y | +14.7% | -4.1% | +18.7% | +14.9% |
| All | +0.2% | +12.1% | -11.9% | -9.3% |
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