+222.0%
GLDM vs PAAS
+163.6%
+58.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.3% |
| 7D | +1.9% | -0.4% | +2.3% | +1.9% |
| 30D | -1.7% | -11.6% | +9.9% | +1.0% |
| 3M | -3.5% | -15.6% | +12.1% | -0.1% |
| 6M | -10.1% | -19.1% | +9.1% | -6.5% |
| YTD | -5.0% | -20.9% | +15.9% | -1.0% |
| 1Y | +2.8% | +21.3% | -18.5% | -1.9% |
| 3Y | +105.1% | +177.4% | -72.3% | +61.9% |
| 5Y | +124.3% | +71.3% | +53.0% | +87.8% |
| All | +222.0% | +163.6% | +58.4% | +134.8% |
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