+248.5%
GLDM vs BBY
+63.0%
+185.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -0.9% |
| 7D | -0.5% | +9.5% | -10.0% | -0.7% |
| 30D | +4.4% | +6.8% | -2.4% | +4.3% |
| 3M | -1.1% | +28.9% | -29.9% | -1.5% |
| 6M | -13.7% | +37.8% | -51.5% | -14.2% |
| YTD | +2.8% | +38.7% | -36.0% | +2.1% |
| 1Y | +24.8% | +23.7% | +1.2% | +24.3% |
| 3Y | +127.8% | +39.1% | +88.7% | +125.2% |
| 5Y | +141.1% | -0.4% | +141.6% | +139.3% |
| All | +248.5% | +63.0% | +185.4% | +243.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling