+2.8%
GLD vs ASX
+144.4%
-141.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.9% | +7.6% | +4.1% |
| 7D | -0.3% | -14.6% | +14.3% | +1.6% |
| 30D | -1.9% | -21.1% | +19.2% | +0.7% |
| 3M | -0.4% | -3.1% | +2.6% | -0.4% |
| 6M | -10.2% | +17.4% | -27.6% | -13.9% |
| YTD | -6.0% | +135.3% | -141.3% | -18.1% |
| 1Y | +2.8% | +146.5% | -143.7% | -11.0% |
| All | +2.8% | +144.4% | -141.6% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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