-10.3%
GTLB vs UUUU
+83.7%
-94.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +2.6% |
| 7D | -4.1% | -5.0% | +0.9% | -3.7% |
| 30D | +12.3% | -7.8% | +20.1% | +12.8% |
| 3M | +65.9% | -0.4% | +66.3% | +65.4% |
| 6M | +104.0% | -32.9% | +136.9% | +107.6% |
| YTD | +26.0% | -6.3% | +32.3% | +23.5% |
| 1Y | -3.5% | +7.9% | -11.4% | -10.1% |
| All | -10.3% | +83.7% | -94.0% | -30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling