+516.7%
CAH vs GLDM
+107.1%
+409.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.1% |
| 7D | +3.5% | -4.6% | +8.1% | +3.6% |
| 30D | +13.5% | -5.5% | +18.9% | +13.6% |
| 3M | +21.8% | -10.9% | +32.7% | +22.2% |
| 6M | +51.5% | -17.3% | +68.9% | +52.5% |
| YTD | +38.1% | -10.2% | +48.2% | +37.6% |
| 1Y | +37.7% | -6.9% | +44.6% | +36.8% |
| 3Y | +179.6% | +98.7% | +81.0% | +161.8% |
| All | +516.7% | +107.1% | +409.6% | +457.1% |
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