+504.7%
CAH vs GLDM
+121.8%
+382.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | +8.5% | +4.7% | +3.8% | +8.3% |
| 30D | +17.0% | -0.9% | +17.9% | +17.0% |
| 3M | +14.3% | -4.3% | +18.6% | +14.4% |
| 6M | +42.2% | -13.4% | +55.6% | +42.9% |
| YTD | +33.2% | -5.8% | +39.0% | +32.5% |
| 1Y | +38.2% | +2.1% | +36.2% | +36.6% |
| 3Y | +178.4% | +105.0% | +73.3% | +160.0% |
| All | +504.7% | +121.8% | +382.9% | +446.1% |
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