+145.9%
GLDM vs DINO
+307.7%
-161.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -0.5% | +5.7% | -6.2% | -0.6% |
| 30D | +4.4% | +27.8% | -23.4% | +4.0% |
| 3M | -1.1% | +45.6% | -46.7% | -1.7% |
| 6M | -13.7% | +88.5% | -102.1% | -14.9% |
| YTD | +2.8% | +134.1% | -131.3% | +0.4% |
| 1Y | +24.8% | +111.1% | -86.3% | +22.4% |
| 3Y | +127.8% | +109.1% | +18.7% | +122.7% |
| All | +145.9% | +307.7% | -161.8% | +134.5% |
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 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