+145.9%
GLDM vs BEN
+39.3%
+106.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.1% |
| 7D | -0.5% | +0.2% | -0.8% | -0.5% |
| 30D | +4.4% | -0.5% | +4.9% | +4.4% |
| 3M | -1.1% | +9.7% | -10.8% | -1.5% |
| 6M | -13.7% | +33.9% | -47.6% | -14.9% |
| YTD | +2.8% | +49.0% | -46.2% | +0.9% |
| 1Y | +24.8% | +42.1% | -17.3% | +22.7% |
| 3Y | +127.8% | +51.9% | +75.9% | +122.7% |
| All | +145.9% | +39.3% | +106.6% | +135.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling