+125.5%
GLDM vs AMBA
-68.8%
+194.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +3.7% |
| 7D | -0.3% | -8.1% | +7.8% | 0.0% |
| 30D | -1.9% | -10.8% | +8.9% | -1.6% |
| 3M | -0.4% | -25.9% | +25.5% | +0.3% |
| 6M | -10.1% | -13.9% | +3.8% | -10.1% |
| YTD | -5.8% | -14.0% | +8.2% | -6.0% |
| 1Y | +3.1% | -25.7% | +28.8% | +3.1% |
| 3Y | +103.4% | +21.5% | +81.9% | +101.1% |
| 5Y | +125.5% | -68.9% | +194.5% | +118.7% |
| All | +125.5% | -68.8% | +194.3% | +118.7% |
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