+222.0%
GLDM vs BEN
+44.8%
+177.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.0% |
| 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% | -3.4% |
| 6M | -10.1% | +7.9% | -18.0% | -10.2% |
| YTD | -5.0% | +39.6% | -44.6% | -5.7% |
| 1Y | +2.8% | +48.5% | -45.7% | +2.0% |
| 3Y | +105.1% | +55.7% | +49.4% | +103.1% |
| 5Y | +124.3% | +15.1% | +109.2% | +121.4% |
| All | +222.0% | +44.8% | +177.1% | +216.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling