+117.5%
GLDM vs AHR
+365.8%
-248.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.7% |
| 7D | -0.5% | -1.5% | +0.9% | -0.4% |
| 30D | +4.4% | -1.4% | +5.8% | +4.5% |
| 3M | -1.1% | +18.6% | -19.6% | -2.6% |
| 6M | -13.7% | +6.6% | -20.2% | -14.1% |
| YTD | +2.8% | +17.5% | -14.7% | +1.3% |
| 1Y | +24.8% | +30.9% | -6.0% | +21.6% |
| All | +117.5% | +365.8% | -248.3% | +98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling