+47.3%
AMZN vs GLDM
+143.3%
-96.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -3.0% | -0.5% | -2.4% | -2.9% |
| 30D | -5.2% | +4.4% | -9.6% | -5.7% |
| 3M | +1.9% | -1.1% | +2.9% | +1.9% |
| 6M | +19.2% | -13.7% | +32.9% | +20.5% |
| YTD | +12.0% | +2.8% | +9.2% | +11.5% |
| 1Y | +9.7% | +24.8% | -15.2% | +6.7% |
| 3Y | +87.2% | +127.8% | -40.6% | +53.6% |
| All | +47.3% | +143.3% | -96.0% | +10.9% |
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 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