+225.3%
GLDM vs DINO
+92.3%
+133.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +1.9% |
| 7D | +5.0% | -10.7% | +15.6% | +4.8% |
| 30D | -1.3% | -17.8% | +16.5% | -1.5% |
| 3M | -4.7% | +23.3% | -28.0% | -4.5% |
| 6M | -12.4% | +39.6% | -51.9% | -12.2% |
| YTD | -4.1% | +121.6% | -125.6% | -3.7% |
| 1Y | +3.3% | +88.2% | -84.9% | +3.7% |
| 3Y | +110.9% | +114.4% | -3.5% | +111.7% |
| 5Y | +124.8% | +248.7% | -123.9% | +128.2% |
| All | +225.3% | +92.3% | +133.0% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling