-3.6%
GLDM vs BHP
+53.5%
-57.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.8% |
| 7D | -2.0% | +2.4% | -4.3% | -3.2% |
| 30D | -4.4% | -5.4% | +0.9% | -1.9% |
| 3M | -8.8% | -6.9% | -2.0% | -5.8% |
| 6M | -15.9% | -4.3% | -11.5% | -14.8% |
| YTD | -7.7% | +41.6% | -49.3% | -23.0% |
| 1Y | -3.6% | +53.3% | -56.9% | -20.2% |
| All | -3.6% | +53.5% | -57.1% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling