+125.5%
GLDM vs AMC
-99.1%
+224.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +7.3% | -3.6% | +3.7% |
| 7D | -0.3% | +17.7% | -18.0% | -0.3% |
| 30D | -1.9% | +26.2% | -28.0% | -1.8% |
| 3M | -0.4% | +31.3% | -31.7% | -0.4% |
| 6M | -10.1% | +142.8% | -152.8% | -9.9% |
| YTD | -5.8% | +125.6% | -131.5% | -5.6% |
| 1Y | +3.1% | +40.2% | -37.1% | +3.2% |
| 3Y | +103.4% | -67.2% | +170.6% | +103.7% |
| 5Y | +125.5% | -99.1% | +224.7% | +124.0% |
| All | +125.5% | -99.1% | +224.7% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling