+225.3%
GLDM vs GEN
+198.9%
+26.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.9% |
| 7D | +5.0% | -0.3% | +5.3% | +5.0% |
| 30D | -1.3% | +28.2% | -29.5% | -1.8% |
| 3M | -4.7% | +2.6% | -7.3% | -4.8% |
| 6M | -12.4% | +32.7% | -45.1% | -13.0% |
| YTD | -4.1% | +11.3% | -15.3% | -4.4% |
| 1Y | +3.3% | +17.9% | -14.6% | +2.8% |
| 3Y | +110.9% | +66.3% | +44.6% | +107.7% |
| 5Y | +124.8% | +31.7% | +93.1% | +121.8% |
| All | +225.3% | +198.9% | +26.5% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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