+197.9%
CAH vs GLDM
+128.8%
+69.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | +5.4% | -0.5% | +5.9% | +5.4% |
| 30D | +3.3% | +4.4% | -1.1% | +3.3% |
| 3M | +22.8% | -1.1% | +23.9% | +22.9% |
| 6M | +11.3% | -13.7% | +24.9% | +11.8% |
| YTD | +21.1% | +2.8% | +18.4% | +20.1% |
| 1Y | +67.2% | +24.8% | +42.4% | +63.1% |
| All | +197.9% | +128.8% | +69.1% | +177.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling