+219.3%
GLDM vs GEN
+209.8%
+9.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.0% | -0.3% | +3.6% |
| 7D | -0.3% | +26.9% | -27.1% | -0.8% |
| 30D | -1.9% | +38.6% | -40.5% | -2.5% |
| 3M | -0.4% | +9.7% | -10.1% | -0.6% |
| 6M | -10.1% | +58.9% | -69.0% | -11.0% |
| YTD | -5.8% | +15.3% | -21.2% | -6.3% |
| 1Y | +3.1% | +21.8% | -18.7% | +2.5% |
| 3Y | +103.4% | +85.8% | +17.6% | +99.8% |
| 5Y | +125.5% | +37.4% | +88.2% | +122.3% |
| All | +219.3% | +209.8% | +9.5% | +216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling