-9.9%
GTLB vs WING
-31.3%
+21.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | +4.6% | -0.1% | +4.7% | +4.6% |
| 30D | +21.0% | -6.0% | +27.0% | +22.0% |
| 3M | +51.7% | -23.5% | +75.2% | +58.1% |
| 6M | +89.3% | -52.0% | +141.3% | +113.2% |
| YTD | +25.6% | -53.8% | +79.4% | +42.1% |
| 1Y | -1.5% | -63.8% | +62.3% | +17.2% |
| 3Y | -9.9% | -30.8% | +20.8% | -28.8% |
| All | -9.9% | -31.3% | +21.4% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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