-54.5%
GTLB vs TRI
-9.6%
-44.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +3.1% |
| 7D | -4.1% | -14.4% | +10.3% | +7.2% |
| 30D | +12.3% | -8.1% | +20.4% | +18.9% |
| 3M | +65.9% | +17.5% | +48.4% | +41.5% |
| 6M | +104.0% | -5.0% | +108.9% | +104.9% |
| YTD | +26.0% | -24.7% | +50.7% | +53.6% |
| 1Y | -3.5% | -41.5% | +38.0% | +47.3% |
| 3Y | -9.6% | -20.3% | +10.7% | -18.8% |
| All | -54.5% | -9.6% | -44.9% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling