+216.3%
AMZN vs GLDM
+204.0%
+12.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.9% |
| 7D | +2.8% | -5.5% | +8.3% | +3.6% |
| 30D | +3.4% | -7.0% | +10.4% | +4.5% |
| 3M | +0.1% | -12.3% | +12.3% | +1.8% |
| 6M | +0.6% | -17.9% | +18.5% | +3.2% |
| YTD | +15.9% | -10.3% | +26.1% | +17.1% |
| 1Y | +9.5% | -7.8% | +17.3% | +10.3% |
| 3Y | +86.3% | +99.5% | -13.2% | +58.0% |
| 5Y | +51.7% | +106.5% | -54.7% | +25.2% |
| All | +216.3% | +204.0% | +12.3% | +193.3% |
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