+707.7%
AAPL vs GLDM
+225.0%
+482.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.6% | +2.2% |
| 7D | +3.7% | +5.0% | -1.3% | +3.1% |
| 30D | +4.2% | -1.3% | +5.5% | +4.3% |
| 3M | +12.0% | -4.7% | +16.7% | +12.4% |
| 6M | +19.8% | -12.4% | +32.2% | +21.1% |
| YTD | +29.3% | -4.1% | +33.4% | +28.9% |
| 1Y | +31.1% | +3.3% | +27.8% | +29.4% |
| 3Y | +94.9% | +110.9% | -16.1% | +72.3% |
| 5Y | +138.1% | +124.8% | +13.3% | +106.1% |
| All | +707.7% | +225.0% | +482.7% | +701.5% |
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