-7.8%
GLDM vs AHR
+22.0%
-29.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.8% |
| 7D | -5.5% | +4.6% | -10.1% | -5.6% |
| 30D | -7.0% | +11.6% | -18.6% | -7.2% |
| 3M | -12.3% | +12.0% | -24.3% | -12.5% |
| 6M | -17.9% | +15.0% | -32.9% | -17.6% |
| YTD | -10.3% | +26.5% | -36.8% | -9.8% |
| 1Y | -7.8% | +25.0% | -32.8% | -7.3% |
| All | -7.8% | +22.0% | -29.8% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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