+216.8%
GLDM vs MDY
+109.8%
+107.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | -3.9% | +1.0% | -4.9% | -4.0% |
| 3M | -8.1% | -4.1% | -4.0% | -7.8% |
| 6M | -14.7% | +0.6% | -15.3% | -14.7% |
| YTD | -6.6% | +12.9% | -19.5% | -7.2% |
| 1Y | -2.1% | +14.6% | -16.7% | -2.8% |
| 3Y | +107.7% | +57.1% | +50.6% | +102.8% |
| 5Y | +116.5% | +37.1% | +79.4% | +111.7% |
| All | +216.8% | +109.8% | +107.0% | +201.1% |
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