+30.8%
SOXX vs GTLB
+4.3%
+26.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -6.5% | -64.3% | -71.4% |
| 7D | -23.0% | -13.5% | -9.5% | -25.1% |
| 30D | -32.9% | -5.1% | -27.8% | -34.3% |
| 3M | -25.3% | +35.5% | -60.8% | -25.3% |
| 6M | -17.8% | +97.2% | -115.0% | -16.3% |
| YTD | +32.1% | +30.5% | +1.6% | +38.3% |
| 1Y | +30.8% | +6.9% | +23.9% | +37.9% |
| All | +30.8% | +4.3% | +26.5% | +37.9% |
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