+325.2%
ADI vs GLDM
+248.1%
+77.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.8% |
| 7D | +0.4% | -0.5% | +1.0% | +0.5% |
| 30D | -3.8% | +4.4% | -8.2% | -4.6% |
| 3M | -15.3% | -1.1% | -14.2% | -15.2% |
| 6M | +6.7% | -13.7% | +20.4% | +9.2% |
| YTD | +34.8% | +2.8% | +32.0% | +34.2% |
| 1Y | +49.0% | +24.8% | +24.2% | +44.0% |
| 3Y | +108.1% | +127.8% | -19.7% | +80.9% |
| 5Y | +142.4% | +141.1% | +1.3% | +105.8% |
| All | +325.2% | +248.1% | +77.0% | +277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling