+145.9%
GLDM vs PAAS
+113.1%
+32.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | -0.5% | -2.9% | +2.4% | +0.2% |
| 30D | +4.4% | +6.8% | -2.4% | +2.4% |
| 3M | -1.1% | -2.9% | +1.8% | -0.9% |
| 6M | -13.7% | -16.4% | +2.8% | -10.7% |
| YTD | +2.8% | 0.0% | +2.7% | +1.7% |
| 1Y | +24.8% | +54.3% | -29.5% | +11.7% |
| 3Y | +127.8% | +230.7% | -102.9% | +67.1% |
| All | +145.9% | +113.1% | +32.8% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling