+688.6%
AAPL vs GLDM
+219.1%
+469.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | -0.7% | +4.7% | -5.3% | -1.1% |
| 30D | +1.7% | -0.9% | +2.6% | +1.7% |
| 3M | +9.7% | -4.3% | +14.0% | +10.0% |
| 6M | +19.3% | -13.4% | +32.7% | +20.7% |
| YTD | +26.3% | -5.8% | +32.1% | +26.1% |
| 1Y | +27.4% | +2.1% | +25.3% | +25.9% |
| 3Y | +93.6% | +105.0% | -11.4% | +71.8% |
| 5Y | +131.7% | +122.5% | +9.2% | +100.7% |
| All | +688.6% | +219.1% | +469.5% | +684.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 10y: compounded portfolio wealth divided by compounded GLDM 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…
10y analysis · Full analysis span regression · 6 months rolling