+324.3%
DOCN vs GLDM
+128.8%
+195.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.0% |
| 7D | +1.1% | -0.5% | +1.7% | +1.2% |
| 30D | -9.6% | +4.4% | -14.0% | -10.3% |
| 3M | -37.7% | -1.1% | -36.6% | -37.8% |
| 6M | +115.2% | -13.7% | +128.9% | +117.9% |
| YTD | +133.7% | +2.8% | +131.0% | +128.8% |
| 1Y | +250.2% | +24.8% | +225.3% | +234.2% |
| All | +324.3% | +128.8% | +195.5% | +192.5% |
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