-5.5%
GTLB vs WY
-9.1%
+3.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.6% |
| 7D | -5.7% | -4.2% | -1.5% | -6.6% |
| 30D | +15.1% | -10.1% | +25.2% | +12.5% |
| 3M | +65.5% | -8.5% | +74.0% | +62.4% |
| 6M | +102.9% | -3.3% | +106.2% | +100.7% |
| YTD | +25.2% | -4.4% | +29.6% | +21.8% |
| 1Y | -5.5% | -11.5% | +6.0% | -8.6% |
| All | -5.5% | -9.1% | +3.5% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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