+414.3%
ASX vs GLDM
+126.2%
+288.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.8% | -21.6% | -21.1% |
| 7D | -33.3% | +1.9% | -35.2% | -33.8% |
| 30D | -36.5% | -1.7% | -34.8% | -36.0% |
| 3M | -19.2% | -3.5% | -15.7% | -18.0% |
| 6M | -10.2% | -10.1% | -0.2% | -6.3% |
| YTD | +86.5% | -5.0% | +91.5% | +89.2% |
| 1Y | +89.6% | +2.8% | +86.9% | +86.0% |
| 3Y | +298.6% | +105.1% | +193.5% | +197.6% |
| 5Y | +414.3% | +124.3% | +290.0% | +246.5% |
| All | +414.3% | +126.2% | +288.1% | +246.5% |
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