+219.3%
GLDM vs DAR
+163.9%
+55.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.1% | +3.8% |
| 7D | -0.3% | -5.7% | +5.4% | -0.1% |
| 30D | -1.9% | -16.6% | +14.7% | -1.3% |
| 3M | -0.4% | -13.1% | +12.7% | 0.0% |
| 6M | -10.1% | -18.8% | +8.7% | -9.5% |
| YTD | -5.8% | +45.3% | -51.1% | -7.5% |
| 1Y | +3.1% | +60.6% | -57.5% | +0.9% |
| 3Y | +103.4% | +15.7% | +87.7% | +100.1% |
| 5Y | +125.5% | -37.6% | +163.1% | +126.1% |
| All | +219.3% | +163.9% | +55.4% | +201.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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