+248.5%
GLDM vs DOC
+27.3%
+221.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | -0.5% | -1.5% | +0.9% | -0.4% |
| 30D | +4.4% | -4.8% | +9.2% | +4.8% |
| 3M | -1.1% | +6.9% | -7.9% | -1.6% |
| 6M | -13.7% | +20.7% | -34.4% | -15.0% |
| YTD | +2.8% | +34.1% | -31.4% | +0.4% |
| 1Y | +24.8% | +22.6% | +2.2% | +22.7% |
| 3Y | +127.8% | +20.8% | +107.0% | +123.2% |
| 5Y | +141.1% | -24.9% | +166.0% | +142.0% |
| All | +248.5% | +27.3% | +221.2% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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