+225.3%
GLDM vs AU
+1,367.1%
-1,141.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.9% | -5.0% | +0.3% |
| 7D | +5.0% | +20.8% | -15.8% | +0.3% |
| 30D | -1.3% | +5.5% | -6.8% | -2.7% |
| 3M | -4.7% | +3.9% | -8.6% | -5.9% |
| 6M | -12.4% | -5.4% | -7.0% | -12.2% |
| YTD | -4.1% | +20.7% | -24.7% | -9.3% |
| 1Y | +3.3% | +49.8% | -46.5% | -6.8% |
| 3Y | +110.9% | +565.6% | -454.7% | +38.2% |
| 5Y | +124.8% | +500.4% | -375.6% | +45.4% |
| All | +225.3% | +1,367.1% | -1,141.8% | +70.9% |
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