+19.7%
GLDM vs GNRC
+5.0%
+14.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +0.7% | +4.8% | -4.1% | +0.2% |
| 30D | +0.3% | -10.4% | +10.7% | +1.5% |
| 3M | +0.7% | -28.5% | +29.2% | +4.0% |
| 6M | -15.4% | -6.8% | -8.7% | -15.5% |
| YTD | +1.0% | +39.5% | -38.5% | -4.4% |
| 1Y | +19.7% | +3.4% | +16.4% | +16.5% |
| All | +19.7% | +5.0% | +14.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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