+219.4%
GLDM vs PAAS
+167.4%
+52.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.1% |
| 7D | +4.7% | +8.4% | -3.7% | +2.7% |
| 30D | -0.9% | -7.2% | +6.3% | +0.7% |
| 3M | -4.3% | -14.0% | +9.7% | -1.3% |
| 6M | -13.4% | -26.8% | +13.4% | -7.9% |
| YTD | -5.8% | -19.8% | +14.0% | -2.1% |
| 1Y | +2.1% | +22.8% | -20.8% | -2.9% |
| 3Y | +105.0% | +183.6% | -78.6% | +61.1% |
| 5Y | +122.5% | +73.8% | +48.7% | +85.7% |
| All | +219.4% | +167.4% | +52.0% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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