+106.5%
GLDM vs MDY
+35.5%
+70.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.6% |
| 7D | -5.5% | +3.0% | -8.5% | -5.9% |
| 30D | -7.0% | +0.8% | -7.8% | -7.1% |
| 3M | -12.3% | -5.1% | -7.1% | -11.7% |
| 6M | -17.9% | +1.2% | -19.1% | -18.0% |
| YTD | -10.3% | +12.5% | -22.7% | -11.3% |
| 1Y | -7.8% | +13.8% | -21.5% | -8.9% |
| 3Y | +99.5% | +56.4% | +43.0% | +91.9% |
| 5Y | +106.5% | +35.3% | +71.2% | +95.8% |
| All | +106.5% | +35.5% | +70.9% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling