+215.7%
AMZN vs GLDM
+225.0%
-9.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.1% | +2.7% |
| 7D | +8.7% | +5.0% | +3.7% | +7.9% |
| 30D | +1.7% | -1.3% | +3.0% | +1.9% |
| 3M | -2.8% | -4.7% | +1.9% | -2.2% |
| 6M | -2.1% | -12.4% | +10.3% | -0.6% |
| YTD | +15.6% | -4.1% | +19.7% | +15.8% |
| 1Y | +9.2% | +3.3% | +5.9% | +8.2% |
| 3Y | +89.9% | +110.9% | -21.1% | +59.8% |
| 5Y | +49.3% | +124.8% | -75.5% | +21.6% |
| All | +215.7% | +225.0% | -9.3% | +189.9% |
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