+129.7%
GLDM vs GEN
+58.9%
+70.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.8% |
| 7D | -0.5% | -1.2% | +0.7% | -0.5% |
| 30D | +4.4% | +10.1% | -5.7% | +4.2% |
| 3M | -1.1% | +16.1% | -17.1% | -1.4% |
| 6M | -13.7% | +38.9% | -52.5% | -14.2% |
| YTD | +2.8% | +14.4% | -11.7% | +2.5% |
| 1Y | +24.8% | +5.9% | +19.0% | +24.7% |
| All | +129.7% | +58.9% | +70.7% | +128.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling