+124.3%
GLDM vs AMC
-99.3%
+223.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -12.5% | +13.3% | +0.8% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | -1.7% | +4.4% | -6.1% | -1.7% |
| 3M | -3.5% | +15.4% | -18.9% | -3.5% |
| 6M | -10.1% | +93.7% | -103.8% | -9.9% |
| YTD | -5.0% | +97.4% | -102.5% | -4.8% |
| 1Y | +2.8% | +23.2% | -20.4% | +2.9% |
| 3Y | +105.1% | -71.3% | +176.4% | +105.3% |
| 5Y | +124.3% | -99.3% | +223.6% | +121.0% |
| All | +124.3% | -99.3% | +223.5% | +121.0% |
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