+30.1%
BMY vs GLDM
+116.0%
-85.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.2% |
| 7D | +1.8% | +2.9% | -1.1% | +1.6% |
| 30D | +6.2% | -3.9% | +10.1% | +6.4% |
| 3M | -2.1% | -8.1% | +6.0% | -1.8% |
| 6M | +14.3% | -14.7% | +29.0% | +15.2% |
| YTD | +21.6% | -6.6% | +28.2% | +21.8% |
| 1Y | +38.8% | -2.1% | +40.8% | +38.7% |
| 3Y | +42.9% | +107.7% | -64.8% | +37.0% |
| 5Y | +30.1% | +116.5% | -86.4% | +21.6% |
| All | +30.1% | +116.0% | -85.9% | +21.6% |
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 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