+739.4%
GLD vs ASX
+3,373.4%
-2,634.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -1.1% |
| 7D | +4.7% | -19.9% | +24.6% | +5.7% |
| 30D | -0.9% | -30.9% | +30.0% | +0.8% |
| 3M | -4.4% | -15.1% | +10.7% | -3.9% |
| 6M | -13.6% | -6.5% | -7.1% | -13.8% |
| YTD | -6.0% | +98.4% | -104.4% | -9.7% |
| 1Y | +1.8% | +107.9% | -106.1% | -2.5% |
| 3Y | +103.2% | +325.3% | -222.1% | +87.5% |
| 5Y | +119.3% | +447.3% | -328.0% | +98.9% |
| 10Y | +199.5% | +763.2% | -563.7% | +162.9% |
| All | +739.4% | +3,373.4% | -2,634.0% | +562.4% |
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