+103.9%
EOG vs GLDM
+116.0%
-12.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.4% |
| 7D | -2.4% | +2.9% | -5.2% | -2.7% |
| 30D | +2.9% | -3.9% | +6.9% | +3.5% |
| 3M | +7.2% | -8.1% | +15.4% | +8.4% |
| 6M | +18.2% | -14.7% | +32.9% | +21.4% |
| YTD | +48.9% | -6.6% | +55.5% | +46.7% |
| 1Y | +46.7% | -2.1% | +48.7% | +42.0% |
| 3Y | +37.4% | +107.7% | -70.3% | -11.4% |
| 5Y | +103.9% | +116.5% | -12.6% | +23.2% |
| All | +103.9% | +116.0% | -12.1% | +23.2% |
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