+106.7%
GLDM vs BEN
+56.2%
+50.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.2% |
| 7D | +1.9% | -0.4% | +2.3% | +1.9% |
| 30D | -1.7% | -0.7% | -1.0% | -1.7% |
| 3M | -3.5% | -6.8% | +3.3% | -3.1% |
| 6M | -10.1% | +7.9% | -18.0% | -10.4% |
| YTD | -5.0% | +39.6% | -44.6% | -6.5% |
| 1Y | +2.8% | +48.5% | -45.7% | +1.0% |
| All | +106.7% | +56.2% | +50.5% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling