+129.7%
GLDM vs AU
+625.0%
-495.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.2% |
| 7D | -0.5% | -3.6% | +3.1% | +0.6% |
| 30D | +4.4% | +23.9% | -19.5% | -2.3% |
| 3M | -1.1% | +19.1% | -20.1% | -6.7% |
| 6M | -13.7% | -0.2% | -13.5% | -15.3% |
| YTD | +2.8% | +32.5% | -29.7% | -6.6% |
| 1Y | +24.8% | +96.9% | -72.1% | +2.5% |
| All | +129.7% | +625.0% | -495.3% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling