+145.9%
GLDM vs AMBA
-54.5%
+200.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | -0.5% | -11.0% | +10.4% | -0.2% |
| 30D | +4.4% | -23.2% | +27.6% | +5.1% |
| 3M | -1.1% | -12.7% | +11.7% | -1.0% |
| 6M | -13.7% | +11.2% | -24.9% | -14.2% |
| YTD | +2.8% | -11.2% | +14.0% | +2.5% |
| 1Y | +24.8% | -22.5% | +47.4% | +24.7% |
| 3Y | +127.8% | -1.3% | +129.1% | +125.8% |
| All | +145.9% | -54.5% | +200.4% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling