+145.9%
GLDM vs GRMN
+75.1%
+70.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -0.5% | -2.9% | +2.3% | -0.4% |
| 30D | +4.4% | -8.4% | +12.8% | +4.9% |
| 3M | -1.1% | +15.0% | -16.1% | -1.9% |
| 6M | -13.7% | +11.2% | -24.9% | -14.3% |
| YTD | +2.8% | +37.7% | -34.9% | +1.1% |
| 1Y | +24.8% | +18.5% | +6.4% | +23.4% |
| 3Y | +127.8% | +175.8% | -48.0% | +115.6% |
| All | +145.9% | +75.1% | +70.8% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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