-63.3%
GTLB vs SUI
-26.3%
-37.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -0.9% |
| 7D | -11.1% | +6.2% | -17.3% | -14.6% |
| 30D | -7.5% | +8.6% | -16.1% | -12.8% |
| 3M | +34.8% | +1.0% | +33.8% | +32.9% |
| 6M | +98.0% | -2.6% | +100.6% | +98.4% |
| YTD | +28.1% | -0.1% | +28.3% | +24.9% |
| 1Y | +5.6% | +0.5% | +5.1% | +2.1% |
| 3Y | +15.9% | +15.3% | +0.7% | -8.7% |
| All | -63.3% | -26.3% | -37.0% | -49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling