+14.7%
GTLB vs XHB
-9.3%
+23.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.1% |
| 7D | +11.1% | -1.3% | +12.3% | +11.0% |
| 30D | +37.8% | -6.9% | +44.7% | +37.3% |
| 3M | +61.6% | -1.3% | +62.8% | +61.8% |
| 6M | +98.9% | -6.8% | +105.7% | +99.5% |
| YTD | +32.8% | +0.7% | +32.0% | +32.5% |
| 1Y | +14.7% | -11.2% | +25.9% | +22.4% |
| All | +14.7% | -9.3% | +23.9% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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