+875.0%
ASX vs GLDM
+219.1%
+655.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.8% |
| 7D | -19.9% | +4.7% | -24.6% | -21.6% |
| 30D | -30.9% | -0.9% | -30.0% | -30.6% |
| 3M | -15.1% | -4.3% | -10.8% | -13.6% |
| 6M | -6.5% | -13.4% | +6.9% | -1.2% |
| YTD | +98.4% | -5.8% | +104.2% | +102.0% |
| 1Y | +107.9% | +2.1% | +105.8% | +104.8% |
| 3Y | +325.3% | +105.0% | +220.3% | +222.0% |
| 5Y | +447.3% | +122.5% | +324.8% | +294.9% |
| All | +875.0% | +219.1% | +655.9% | +553.9% |
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