-55.4%
GTLB vs TECH
-39.5%
-16.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -6.6% | -0.1% | -6.5% | -6.5% |
| 30D | +13.7% | +0.3% | +13.5% | +13.6% |
| 3M | +52.9% | +32.9% | +20.0% | +26.7% |
| 6M | +88.5% | +32.1% | +56.4% | +52.5% |
| YTD | +23.4% | +23.4% | +0.1% | +3.1% |
| 1Y | -3.8% | +34.1% | -37.9% | -26.0% |
| 3Y | -11.5% | +2.2% | -13.7% | -26.0% |
| All | -55.4% | -39.5% | -16.0% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling