+14.7%
GTLB vs TRI
-38.3%
+52.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.5% | +4.0% |
| 7D | +11.1% | -0.5% | +11.6% | +11.0% |
| 30D | +37.8% | +7.9% | +29.9% | +32.0% |
| 3M | +61.6% | +24.1% | +37.5% | +40.3% |
| 6M | +98.9% | +3.8% | +95.1% | +87.1% |
| YTD | +32.8% | -16.9% | +49.6% | +29.0% |
| 1Y | +14.7% | -38.4% | +53.1% | +16.3% |
| All | +14.7% | -38.3% | +52.9% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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