+213.0%
GLDM vs BEN
+63.2%
+149.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.0% | +7.2% | -9.1% | -2.2% |
| 30D | -4.4% | +14.1% | -18.6% | -4.8% |
| 3M | -8.8% | +9.9% | -18.8% | -9.1% |
| 6M | -15.9% | +17.4% | -33.3% | -16.3% |
| YTD | -7.7% | +57.3% | -65.0% | -8.6% |
| 1Y | -3.6% | +66.9% | -70.5% | -4.6% |
| 3Y | +105.2% | +85.7% | +19.6% | +102.4% |
| 5Y | +112.8% | +31.2% | +81.6% | +109.3% |
| All | +213.0% | +63.2% | +149.8% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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