+9.4%
GEHC vs GLDM
-6.3%
+15.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.6% |
| 7D | -2.3% | -5.5% | +3.2% | -1.6% |
| 30D | +19.0% | -7.0% | +26.0% | +19.9% |
| 3M | +13.3% | -12.3% | +25.6% | +14.7% |
| 6M | +31.5% | -17.9% | +49.5% | +34.8% |
| YTD | 0.0% | -10.3% | +10.3% | -2.6% |
| 1Y | +9.4% | -7.8% | +17.1% | +3.1% |
| All | +9.4% | -6.3% | +15.7% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling