+219.4%
GLDM vs AMC
-97.7%
+317.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -0.8% |
| 7D | +4.7% | +2.6% | +2.0% | +4.7% |
| 30D | -0.9% | +9.0% | -9.9% | -0.8% |
| 3M | -4.3% | +22.2% | -26.5% | -4.2% |
| 6M | -13.4% | +91.5% | -104.9% | -13.0% |
| YTD | -5.8% | +101.3% | -107.1% | -5.4% |
| 1Y | +2.1% | +20.8% | -18.7% | +2.3% |
| 3Y | +105.0% | -71.3% | +176.3% | +104.9% |
| 5Y | +122.5% | -99.2% | +221.7% | +120.0% |
| All | +219.4% | -97.7% | +317.1% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling