-54.8%
GTLB vs UUUU
+64.5%
-119.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | +0.4% |
| 7D | -5.7% | -10.5% | +4.8% | -3.5% |
| 30D | +15.1% | -10.5% | +25.6% | +17.4% |
| 3M | +65.5% | -14.1% | +79.6% | +69.1% |
| 6M | +102.9% | -35.5% | +138.4% | +115.2% |
| YTD | +25.2% | -10.9% | +36.1% | +17.9% |
| 1Y | -5.5% | +3.4% | -8.9% | -20.5% |
| 3Y | -10.9% | +73.1% | -84.0% | -45.4% |
| All | -54.8% | +64.5% | -119.3% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling