+1,076.1%
BE vs GLD
+139.9%
+936.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +8.0% |
| 7D | +20.0% | -0.5% | +20.5% | +20.4% |
| 30D | +7.9% | +4.4% | +3.5% | +3.8% |
| 3M | -13.2% | -1.1% | -12.1% | -12.3% |
| 6M | +53.5% | -13.8% | +67.2% | +71.4% |
| YTD | +191.0% | +2.6% | +188.4% | +186.9% |
| 1Y | +360.5% | +24.5% | +336.0% | +297.7% |
| 3Y | +1,568.0% | +125.8% | +1,442.2% | +710.0% |
| All | +1,076.1% | +139.9% | +936.2% | +386.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 GLD 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