+2.8%
GLDM vs CASY
+32.1%
-29.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.9% |
| 7D | +1.9% | +1.8% | 0.0% | +1.9% |
| 30D | -1.7% | +11.2% | -12.9% | -1.3% |
| 3M | -3.5% | -19.1% | +15.5% | -3.9% |
| 6M | -10.1% | -19.9% | +9.8% | -8.0% |
| YTD | -5.0% | +25.2% | -30.2% | -7.7% |
| 1Y | +2.8% | +31.6% | -28.8% | +0.5% |
| All | +2.8% | +32.1% | -29.3% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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