+106.7%
GLDM vs HSY
+3.1%
+103.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.8% |
| 7D | +1.9% | +10.7% | -8.8% | +1.7% |
| 30D | -1.7% | +10.3% | -12.0% | -1.9% |
| 3M | -3.5% | -0.4% | -3.1% | -3.5% |
| 6M | -10.1% | -2.5% | -7.5% | -10.0% |
| YTD | -5.0% | -0.3% | -4.7% | -4.8% |
| 1Y | +2.8% | +7.6% | -4.8% | +2.8% |
| All | +106.7% | +3.1% | +103.5% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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