-54.5%
GTLB vs UUUU
+73.2%
-127.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +3.5% |
| 7D | -4.1% | -5.0% | +0.9% | -3.1% |
| 30D | +12.3% | -7.8% | +20.1% | +13.8% |
| 3M | +65.9% | -0.4% | +66.3% | +64.0% |
| 6M | +104.0% | -32.9% | +136.9% | +114.6% |
| YTD | +26.0% | -6.3% | +32.3% | +17.4% |
| 1Y | -3.5% | +7.9% | -11.4% | -19.5% |
| 3Y | -9.6% | +85.2% | -94.8% | -45.7% |
| All | -54.5% | +73.2% | -127.7% | -72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling