+106.5%
GLDM vs DINO
+265.6%
-159.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -2.8% |
| 7D | -5.5% | +5.0% | -10.5% | -5.5% |
| 30D | -7.0% | -19.9% | +12.9% | -6.8% |
| 3M | -12.3% | +16.8% | -29.1% | -12.6% |
| 6M | -17.9% | +44.8% | -62.7% | -18.5% |
| YTD | -10.3% | +128.0% | -138.3% | -12.4% |
| 1Y | -7.8% | +95.0% | -102.8% | -9.5% |
| 3Y | +99.5% | +115.4% | -15.9% | +94.7% |
| 5Y | +106.5% | +252.6% | -146.1% | +96.8% |
| All | +106.5% | +265.6% | -159.1% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling