+55.6%
AMZN vs GLDM
+116.0%
-60.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.8% |
| 7D | +8.0% | +2.9% | +5.2% | +7.6% |
| 30D | +3.2% | -3.9% | +7.1% | +3.7% |
| 3M | -2.6% | -8.1% | +5.5% | -1.7% |
| 6M | -0.7% | -14.7% | +14.0% | +1.0% |
| YTD | +17.4% | -6.6% | +23.9% | +18.0% |
| 1Y | +9.0% | -2.1% | +11.1% | +9.1% |
| 3Y | +88.7% | +107.7% | -19.0% | +52.3% |
| 5Y | +55.6% | +116.5% | -60.9% | +14.3% |
| All | +55.6% | +116.0% | -60.4% | +14.3% |
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 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