+248.5%
GLDM vs ACWI
+162.7%
+85.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -0.5% | +0.5% | -1.0% | -0.6% |
| 30D | +4.4% | +0.9% | +3.5% | +4.3% |
| 3M | -1.1% | +2.4% | -3.5% | -1.4% |
| 6M | -13.7% | +12.4% | -26.0% | -15.2% |
| YTD | +2.8% | +15.2% | -12.4% | +0.7% |
| 1Y | +24.8% | +22.7% | +2.1% | +21.4% |
| 3Y | +127.8% | +75.8% | +52.0% | +112.4% |
| 5Y | +141.1% | +67.7% | +73.4% | +123.9% |
| All | +248.5% | +162.7% | +85.8% | +210.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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