+816.6%
GLD vs ASX
+4,019.1%
-3,202.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | -0.5% | -0.7% | +0.2% | -0.5% |
| 30D | +4.4% | +2.0% | +2.4% | +4.3% |
| 3M | -1.1% | -1.3% | +0.2% | -1.3% |
| 6M | -13.8% | +71.4% | -85.2% | -16.4% |
| YTD | +2.6% | +135.3% | -132.7% | -2.0% |
| 1Y | +24.5% | +267.5% | -243.0% | +16.3% |
| 3Y | +125.8% | +388.5% | -262.6% | +107.4% |
| 5Y | +137.8% | +417.1% | -279.3% | +116.3% |
| 10Y | +221.4% | +872.7% | -651.4% | +181.0% |
| All | +816.6% | +4,019.1% | -3,202.5% | +619.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling