+213.0%
GLDM vs APTV
-58.1%
+271.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -2.0% | -8.9% | +6.9% | -1.7% |
| 30D | -4.4% | -9.5% | +5.1% | -4.2% |
| 3M | -8.8% | -20.6% | +11.7% | -8.4% |
| 6M | -15.9% | -28.9% | +13.0% | -15.3% |
| YTD | -7.7% | -48.2% | +40.5% | -6.6% |
| 1Y | -3.6% | -51.7% | +48.1% | -2.4% |
| 3Y | +105.2% | -48.1% | +153.3% | +107.3% |
| 5Y | +112.8% | -76.7% | +189.5% | +115.7% |
| All | +213.0% | -58.1% | +271.1% | +215.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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