+2.8%
GLDM vs AVAV
-71.4%
+74.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.8% | +10.7% | +1.3% |
| 7D | +1.9% | -24.3% | +26.2% | +3.3% |
| 30D | -1.7% | -28.9% | +27.2% | 0.0% |
| 3M | -3.5% | -39.3% | +35.7% | -1.1% |
| 6M | -10.1% | -38.8% | +28.7% | -7.9% |
| YTD | -5.0% | -57.8% | +52.8% | -3.5% |
| 1Y | +2.8% | -70.9% | +73.7% | +6.6% |
| All | +2.8% | -71.4% | +74.2% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling