+105.0%
GLDM vs AU
+450.2%
-345.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.8% | -2.3% |
| 7D | +4.7% | +16.5% | -11.9% | -0.3% |
| 30D | -0.9% | +3.3% | -4.1% | -2.1% |
| 3M | -4.3% | +6.8% | -11.1% | -6.7% |
| 6M | -13.4% | -3.9% | -9.5% | -13.7% |
| YTD | -5.8% | +12.9% | -18.7% | -10.7% |
| 1Y | +2.1% | +43.5% | -41.4% | -9.4% |
| 3Y | +105.0% | +445.5% | -340.5% | +31.0% |
| All | +105.0% | +450.2% | -345.1% | +31.0% |
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 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