+145.9%
GLDM vs FND
-60.2%
+206.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | -0.5% | -5.2% | +4.7% | -0.3% |
| 30D | +4.4% | -19.9% | +24.3% | +5.3% |
| 3M | -1.1% | +2.7% | -3.8% | -1.3% |
| 6M | -13.7% | -21.7% | +8.0% | -13.2% |
| YTD | +2.8% | -17.5% | +20.3% | +3.1% |
| 1Y | +24.8% | -39.3% | +64.1% | +26.0% |
| 3Y | +127.8% | -49.8% | +177.6% | +130.6% |
| All | +145.9% | -60.2% | +206.1% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling