-54.5%
GTLB vs WU
-50.2%
-4.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.4% |
| 7D | -4.1% | -5.0% | +0.9% | -2.0% |
| 30D | +12.3% | -2.3% | +14.6% | +13.6% |
| 3M | +65.9% | -3.2% | +69.1% | +65.2% |
| 6M | +104.0% | -25.0% | +129.0% | +126.4% |
| YTD | +26.0% | -21.7% | +47.7% | +36.9% |
| 1Y | -3.5% | -9.0% | +5.5% | -3.7% |
| 3Y | -9.6% | -28.9% | +19.2% | -0.9% |
| All | -54.5% | -50.2% | -4.3% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling