+0.3%
GLD vs ASX
+126.1%
-125.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.6% | -6.7% | +1.0% |
| 7D | +4.9% | -12.3% | +17.2% | +6.0% |
| 30D | -1.3% | -26.0% | +24.7% | +1.6% |
| 3M | -4.8% | -8.1% | +3.4% | -4.5% |
| 6M | -12.5% | +1.4% | -13.9% | -14.8% |
| YTD | -4.2% | +115.6% | -119.8% | -15.7% |
| All | +0.3% | +126.1% | -125.8% | -12.2% |
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