+0.6%
GLDM vs FND
-10.2%
+10.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.2% | +1.3% |
| 7D | +5.0% | +8.5% | -3.6% | +3.6% |
| 30D | -1.3% | +17.2% | -18.5% | -3.6% |
| 3M | -4.7% | -14.9% | +10.2% | -3.1% |
| 6M | -12.4% | +3.1% | -15.5% | -13.5% |
| YTD | -4.1% | -12.4% | +8.4% | -4.7% |
| All | +0.6% | -10.2% | +10.9% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling