+222.0%
GLDM vs HSY
+129.9%
+92.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.7% |
| 7D | +1.9% | +10.7% | -8.8% | +1.3% |
| 30D | -1.7% | +10.3% | -12.0% | -2.3% |
| 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% | -5.2% |
| 1Y | +2.8% | +7.6% | -4.8% | +2.1% |
| 3Y | +105.1% | +3.2% | +101.9% | +103.3% |
| 5Y | +124.3% | +14.7% | +109.5% | +118.6% |
| All | +222.0% | +129.9% | +92.1% | +216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling