-55.4%
GTLB vs UUUU
+84.9%
-140.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.6% |
| 7D | -6.6% | +1.8% | -8.4% | -6.9% |
| 30D | +13.7% | +1.8% | +11.9% | +12.9% |
| 3M | +52.9% | +1.3% | +51.7% | +50.8% |
| 6M | +88.5% | -26.8% | +115.3% | +94.6% |
| YTD | +23.4% | +0.1% | +23.4% | +13.5% |
| 1Y | -3.8% | +11.2% | -15.1% | -20.0% |
| 3Y | -11.5% | +97.7% | -109.2% | -47.5% |
| All | -55.4% | +84.9% | -140.3% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling