+299.6%
ASX vs GLDM
+105.8%
+193.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.8% | -21.6% | -21.2% |
| 7D | -33.3% | +1.9% | -35.2% | -33.9% |
| 30D | -36.5% | -1.7% | -34.8% | -35.9% |
| 3M | -19.2% | -3.5% | -15.7% | -17.9% |
| 6M | -10.2% | -10.1% | -0.2% | -6.0% |
| YTD | +86.5% | -5.0% | +91.5% | +88.7% |
| 1Y | +89.6% | +2.8% | +86.9% | +84.2% |
| All | +299.6% | +105.8% | +193.8% | +163.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling