-3.5%
GTLB vs WWD
+40.3%
-43.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.5% | +1.8% |
| 7D | -4.1% | -2.9% | -1.2% | -4.6% |
| 30D | +12.3% | -6.6% | +18.9% | +11.1% |
| 3M | +65.9% | -9.3% | +75.2% | +63.3% |
| 6M | +104.0% | -13.6% | +117.6% | +100.4% |
| YTD | +26.0% | +10.4% | +15.7% | +23.2% |
| 1Y | -3.5% | +39.9% | -43.4% | -5.1% |
| All | -3.5% | +40.3% | -43.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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