+102.5%
PSX vs GTLB
-1.8%
+104.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -0.9% |
| 7D | +1.5% | -4.1% | +5.6% | +1.6% |
| 30D | +15.8% | +12.3% | +3.5% | +15.2% |
| 3M | +43.0% | +65.9% | -22.9% | +40.5% |
| 6M | +61.1% | +104.0% | -42.9% | +57.0% |
| YTD | +104.5% | +26.0% | +78.5% | +99.7% |
| 1Y | +102.5% | -3.5% | +106.0% | +99.2% |
| All | +102.5% | -1.8% | +104.3% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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