+52.6%
SN vs GTLB
+2.8%
+49.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +1.2% |
| 7D | +0.1% | +4.6% | -4.4% | -0.1% |
| 30D | -5.6% | +21.0% | -26.6% | -6.1% |
| 3M | +48.1% | +51.7% | -3.6% | +46.5% |
| 6M | +57.6% | +89.3% | -31.6% | +56.5% |
| YTD | +56.5% | +25.6% | +30.9% | +54.2% |
| 1Y | +52.6% | -1.5% | +54.1% | +53.0% |
| All | +52.6% | +2.8% | +49.8% | +53.0% |
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