+24.8%
GLDM vs HAS
+20.3%
+4.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -0.5% | -1.8% | +1.3% | -0.4% |
| 30D | +4.4% | +2.3% | +2.1% | +4.2% |
| 3M | -1.1% | +10.4% | -11.4% | -2.0% |
| 6M | -13.7% | -3.2% | -10.4% | -13.9% |
| YTD | +2.8% | +15.4% | -12.6% | +2.0% |
| 1Y | +24.8% | +18.8% | +6.0% | +22.8% |
| All | +24.8% | +20.3% | +4.5% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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