+98.7%
GLDM vs APTV
-48.7%
+147.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -4.6% | -1.7% | -2.9% | -4.5% |
| 30D | -5.5% | -11.6% | +6.1% | -4.8% |
| 3M | -10.9% | -21.2% | +10.3% | -9.8% |
| 6M | -17.3% | -28.5% | +11.2% | -15.9% |
| YTD | -10.2% | -49.1% | +38.9% | -7.7% |
| 1Y | -6.9% | -52.2% | +45.2% | -4.3% |
| 3Y | +98.7% | -48.6% | +147.3% | +104.2% |
| All | +98.7% | -48.7% | +147.4% | +104.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling