+121.8%
GLDM vs HRB
+145.8%
-24.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.8% |
| 7D | +4.7% | +2.7% | +2.0% | +4.7% |
| 30D | -0.9% | +22.1% | -22.9% | -0.6% |
| 3M | -4.3% | +15.7% | -20.0% | -4.1% |
| 6M | -13.4% | +83.3% | -96.7% | -12.6% |
| YTD | -5.8% | +25.0% | -30.8% | -5.0% |
| 1Y | +2.1% | +6.9% | -4.9% | +3.0% |
| 3Y | +105.0% | +39.0% | +66.0% | +107.3% |
| All | +121.8% | +145.8% | -24.1% | +128.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling