+107.7%
GLDM vs MDY
+58.3%
+49.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | +2.9% | 0.0% | +2.9% | +2.8% |
| 30D | -3.9% | +1.0% | -4.9% | -4.2% |
| 3M | -8.1% | -4.1% | -4.0% | -7.3% |
| 6M | -14.7% | +0.6% | -15.3% | -14.8% |
| YTD | -6.6% | +12.9% | -19.5% | -8.3% |
| 1Y | -2.1% | +14.6% | -16.7% | -4.0% |
| 3Y | +107.7% | +57.1% | +50.6% | +92.1% |
| All | +107.7% | +58.3% | +49.4% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling