+248.5%
GLDM vs IBN
+276.2%
-27.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -0.5% | +1.4% | -1.9% | -0.6% |
| 30D | +4.4% | -0.3% | +4.7% | +4.4% |
| 3M | -1.1% | +17.1% | -18.2% | -1.4% |
| 6M | -13.7% | +3.4% | -17.1% | -13.8% |
| YTD | +2.8% | +2.5% | +0.2% | +2.6% |
| 1Y | +24.8% | -4.2% | +29.0% | +24.8% |
| 3Y | +127.8% | +32.4% | +95.4% | +126.1% |
| 5Y | +141.1% | +59.2% | +82.0% | +138.8% |
| All | +248.5% | +276.2% | -27.7% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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