+222.0%
GLDM vs AMC
-97.8%
+319.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.7% |
| YTD | -5.0% | +97.4% | -102.5% | -4.6% |
| 1Y | +2.8% | +23.2% | -20.4% | +3.0% |
| 3Y | +105.1% | -71.3% | +176.4% | +104.9% |
| 5Y | +124.3% | -99.3% | +223.6% | +121.7% |
| All | +222.0% | -97.8% | +319.7% | +227.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling