-5.5%
GTLB vs TRI
-40.4%
+34.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.6% |
| 7D | -5.7% | -7.9% | +2.2% | -1.3% |
| 30D | +15.1% | -4.5% | +19.6% | +17.7% |
| 3M | +65.5% | +22.1% | +43.4% | +44.1% |
| 6M | +102.9% | -2.8% | +105.7% | +97.9% |
| YTD | +25.2% | -23.4% | +48.6% | +28.9% |
| 1Y | -5.5% | -41.5% | +36.0% | +6.5% |
| All | -5.5% | -40.4% | +34.8% | +6.5% |
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