+104.1%
GLD vs ASX
+482.2%
-378.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | -4.6% | +12.4% | -17.0% | -5.5% |
| 30D | -5.5% | -19.8% | +14.3% | -4.1% |
| 3M | -10.9% | -10.3% | -0.6% | -10.6% |
| 6M | -17.4% | +1.2% | -18.7% | -18.4% |
| YTD | -10.3% | +123.0% | -133.3% | -16.7% |
| 1Y | -7.2% | +145.4% | -152.6% | -14.4% |
| 3Y | +96.9% | +368.6% | -271.7% | +73.9% |
| All | +104.1% | +482.2% | -378.1% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling