+8.6%
GTLB vs TECH
+21.0%
-12.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | -0.7% | +0.1% | -0.9% | -0.8% |
| 30D | -10.2% | +0.5% | -10.7% | -10.3% |
| 3M | +10.1% | +1.1% | +9.0% | +9.9% |
| 6M | +116.5% | +62.8% | +53.6% | +89.3% |
| YTD | +27.2% | +24.5% | +2.7% | +17.1% |
| 1Y | +8.6% | +20.6% | -12.1% | -0.7% |
| All | +8.6% | +21.0% | -12.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling