+12.6%
GTLB vs WU
-18.0%
+30.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.4% | -1.1% |
| 7D | -9.7% | +8.2% | -17.9% | -11.2% |
| 30D | +1.7% | +8.0% | -6.3% | -0.1% |
| 3M | +43.6% | -6.6% | +50.2% | +45.4% |
| 6M | +113.0% | -23.3% | +136.2% | +119.5% |
| YTD | +39.5% | -22.4% | +61.9% | +43.3% |
| 1Y | +12.6% | -18.0% | +30.6% | +18.9% |
| All | +12.6% | -18.0% | +30.6% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling