+48.6%
AMZN vs GLDM
+121.8%
-73.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +7.9% | +4.7% | +3.2% | +7.2% |
| 30D | -0.2% | -0.9% | +0.6% | -0.1% |
| 3M | -4.8% | -4.3% | -0.5% | -4.3% |
| 6M | -5.7% | -13.4% | +7.7% | -4.3% |
| YTD | +12.3% | -5.8% | +18.1% | +12.9% |
| 1Y | +6.7% | +2.1% | +4.6% | +6.3% |
| 3Y | +85.6% | +105.0% | -19.5% | +51.2% |
| All | +48.6% | +121.8% | -73.1% | +8.1% |
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