+106.7%
GLDM vs HDB
-12.6%
+119.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.7% |
| 7D | +1.9% | +13.3% | -11.4% | +0.3% |
| 30D | -1.7% | +10.2% | -11.9% | -2.9% |
| 3M | -3.5% | +3.6% | -7.1% | -4.0% |
| 6M | -10.1% | -0.5% | -9.5% | -10.3% |
| YTD | -5.0% | -32.4% | +27.4% | -2.9% |
| 1Y | +2.8% | -31.1% | +33.8% | +4.9% |
| All | +106.7% | -12.6% | +119.3% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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