+141.2%
ADI vs GLDM
+143.3%
-2.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.8% |
| 7D | +0.4% | -0.5% | +1.0% | +0.6% |
| 30D | -3.8% | +4.4% | -8.2% | -4.8% |
| 3M | -15.3% | -1.1% | -14.2% | -15.2% |
| 6M | +6.7% | -13.7% | +20.4% | +9.7% |
| YTD | +34.8% | +2.8% | +32.0% | +34.0% |
| 1Y | +49.0% | +24.8% | +24.2% | +42.6% |
| 3Y | +108.1% | +127.8% | -19.7% | +70.2% |
| All | +141.2% | +143.3% | -2.1% | +83.0% |
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 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