+110.9%
GLDM vs HRB
+33.7%
+77.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +1.8% |
| 7D | +5.0% | -2.4% | +7.4% | +4.9% |
| 30D | -1.3% | +15.7% | -17.0% | -1.1% |
| 3M | -4.7% | +11.4% | -16.1% | -4.4% |
| 6M | -12.4% | +40.7% | -53.1% | -11.6% |
| YTD | -4.1% | +21.0% | -25.0% | -2.8% |
| 1Y | +3.3% | +7.2% | -3.9% | +5.1% |
| 3Y | +110.9% | +29.2% | +81.8% | +116.2% |
| All | +110.9% | +33.7% | +77.2% | +116.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling