+25.6%
B vs GLDM
+2.8%
+22.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.6% |
| 7D | +4.3% | +1.9% | +2.4% | +2.0% |
| 30D | -0.9% | -1.7% | +0.8% | +1.7% |
| 3M | -1.4% | -3.5% | +2.2% | +4.1% |
| 6M | +5.0% | -10.1% | +15.1% | +21.6% |
| YTD | -5.8% | -5.0% | -0.8% | +0.8% |
| 1Y | +25.6% | +2.8% | +22.8% | +14.0% |
| All | +25.6% | +2.8% | +22.8% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling