+12.6%
GTLB vs TRU
+2.1%
+10.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -2.1% |
| 7D | -9.7% | +10.5% | -20.2% | -14.1% |
| 30D | +1.7% | +28.7% | -27.0% | -11.7% |
| 3M | +43.6% | +0.7% | +42.9% | +42.1% |
| 6M | +113.0% | +19.3% | +93.6% | +88.1% |
| YTD | +39.5% | -3.7% | +43.3% | +35.2% |
| 1Y | +12.6% | +3.4% | +9.2% | +9.8% |
| All | +12.6% | +2.1% | +10.5% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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