+213.0%
GLDM vs MDY
+111.4%
+101.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.2% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | -4.4% | +2.1% | -6.6% | -4.6% |
| 3M | -8.8% | -3.6% | -5.2% | -8.6% |
| 6M | -15.9% | +1.7% | -17.6% | -16.0% |
| YTD | -7.7% | +13.8% | -21.5% | -8.4% |
| 1Y | -3.6% | +15.5% | -19.1% | -4.4% |
| 3Y | +105.2% | +58.3% | +46.9% | +100.3% |
| 5Y | +112.8% | +37.4% | +75.3% | +108.0% |
| All | +213.0% | +111.4% | +101.6% | +197.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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