+242.5%
GLDM vs AU
+1,492.0%
-1,249.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +0.3% | +12.8% | -12.4% | -2.5% |
| 3M | +0.7% | +28.5% | -27.8% | -5.3% |
| 6M | -15.4% | +4.8% | -20.3% | -17.4% |
| YTD | +1.0% | +31.0% | -29.9% | -6.0% |
| 1Y | +19.7% | +81.4% | -61.7% | +3.7% |
| 3Y | +126.5% | +618.4% | -491.9% | +45.4% |
| 5Y | +142.5% | +686.3% | -543.8% | +49.1% |
| All | +242.5% | +1,492.0% | -1,249.5% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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