-37.0%
ACHR vs GLDM
+123.6%
-160.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -6.9% | -6.5% |
| 7D | -11.6% | +1.9% | -13.5% | -12.6% |
| 30D | -16.8% | -1.7% | -15.1% | -15.9% |
| 3M | -25.6% | -3.5% | -22.0% | -24.1% |
| 6M | -33.7% | -10.1% | -23.7% | -29.9% |
| YTD | -48.5% | -5.0% | -43.5% | -46.6% |
| 1Y | -59.6% | +2.8% | -62.3% | -59.2% |
| 3Y | -29.3% | +105.1% | -134.4% | -52.0% |
| All | -37.0% | +123.6% | -160.5% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling