+195.5%
BNY vs GLDM
+125.6%
+69.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.2% |
| 7D | +2.3% | +5.0% | -2.6% | +1.8% |
| 30D | +6.4% | -1.3% | +7.7% | +6.5% |
| 3M | -3.6% | -4.7% | +1.1% | -3.2% |
| 6M | +16.9% | -12.4% | +29.2% | +18.1% |
| YTD | +32.6% | -4.1% | +36.6% | +33.0% |
| 1Y | +40.4% | +3.3% | +37.0% | +40.1% |
| 3Y | +259.4% | +110.9% | +148.5% | +235.7% |
| 5Y | +195.5% | +124.8% | +70.7% | +162.4% |
| All | +195.5% | +125.6% | +69.9% | +162.4% |
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