-54.6%
GTLB vs TRI
-6.7%
-48.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.5% | +1.1% | -0.6% |
| 7D | +4.6% | -7.1% | +11.7% | +9.8% |
| 30D | +21.0% | -2.3% | +23.3% | +22.5% |
| 3M | +51.7% | +19.6% | +32.1% | +28.0% |
| 6M | +89.3% | -8.7% | +98.0% | +96.9% |
| YTD | +25.6% | -22.3% | +47.9% | +49.6% |
| 1Y | -1.5% | -40.7% | +39.1% | +49.2% |
| 3Y | -9.9% | -17.8% | +7.8% | -20.9% |
| All | -54.6% | -6.7% | -48.0% | -71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling