+204.3%
GLDM vs APTV
-58.7%
+263.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.8% |
| 7D | -5.5% | -5.0% | -0.5% | -5.4% |
| 30D | -7.0% | -12.3% | +5.3% | -6.7% |
| 3M | -12.3% | -19.9% | +7.7% | -11.9% |
| 6M | -17.9% | -29.4% | +11.5% | -17.3% |
| YTD | -10.3% | -49.0% | +38.7% | -9.2% |
| 1Y | -7.8% | -53.1% | +45.3% | -6.6% |
| 3Y | +99.5% | -48.9% | +148.4% | +101.6% |
| 5Y | +106.5% | -77.2% | +183.7% | +109.4% |
| All | +204.3% | -58.7% | +263.0% | +206.7% |
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