+204.7%
GLDM vs MDY
+108.6%
+96.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.1% |
| 7D | -4.6% | +2.3% | -6.9% | -4.8% |
| 30D | -5.5% | +2.0% | -7.5% | -5.6% |
| 3M | -10.9% | -5.6% | -5.2% | -10.5% |
| 6M | -17.3% | +1.3% | -18.6% | -17.4% |
| YTD | -10.2% | +12.3% | -22.5% | -10.7% |
| 1Y | -6.9% | +15.8% | -22.7% | -7.7% |
| 3Y | +98.7% | +56.5% | +42.2% | +94.1% |
| 5Y | +106.7% | +35.1% | +71.6% | +102.3% |
| All | +204.7% | +108.6% | +96.0% | +189.7% |
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