+213.0%
GLDM vs HRB
+204.9%
+8.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.0% | -8.1% | +6.1% | -2.0% |
| 30D | -4.4% | +15.0% | -19.5% | -4.3% |
| 3M | -8.8% | +10.2% | -19.1% | -8.7% |
| 6M | -15.9% | +44.2% | -60.1% | -15.5% |
| YTD | -7.7% | +21.0% | -28.6% | -7.3% |
| 1Y | -3.6% | +12.0% | -15.6% | -3.2% |
| 3Y | +105.2% | +24.9% | +80.3% | +106.4% |
| 5Y | +112.8% | +144.6% | -31.8% | +115.2% |
| All | +213.0% | +204.9% | +8.1% | +217.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling