-3.6%
GLDM vs MDY
+15.7%
-19.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.7% |
| 7D | -2.0% | +0.2% | -2.1% | -2.2% |
| 30D | -4.4% | +2.1% | -6.6% | -5.9% |
| 3M | -8.8% | -3.6% | -5.2% | -6.7% |
| 6M | -15.9% | +1.7% | -17.6% | -16.9% |
| YTD | -7.7% | +13.8% | -21.5% | -13.8% |
| 1Y | -3.6% | +15.5% | -19.1% | -10.2% |
| All | -3.6% | +15.7% | -19.3% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling