+173.2%
DHR vs GLDM
+219.1%
-45.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -0.9% | +4.7% | -5.5% | -1.4% |
| 30D | +5.4% | -0.9% | +6.2% | +5.5% |
| 3M | +15.3% | -4.3% | +19.6% | +16.0% |
| 6M | +32.1% | -13.4% | +45.5% | +34.4% |
| YTD | +1.2% | -5.8% | +7.0% | +1.2% |
| 1Y | +10.1% | +2.1% | +8.0% | +8.8% |
| 3Y | +19.9% | +105.0% | -85.2% | +1.7% |
| 5Y | -8.8% | +122.5% | -131.3% | -25.0% |
| All | +173.2% | +219.1% | -45.9% | +133.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling