+121.8%
GLDM vs PAAS
+71.7%
+50.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.2% |
| 7D | +4.7% | +8.4% | -3.7% | +2.4% |
| 30D | -0.9% | -7.2% | +6.3% | +0.9% |
| 3M | -4.3% | -14.0% | +9.7% | -0.9% |
| 6M | -13.4% | -26.8% | +13.4% | -7.0% |
| YTD | -5.8% | -19.8% | +14.0% | -1.4% |
| 1Y | +2.1% | +22.8% | -20.8% | -3.2% |
| 3Y | +105.0% | +183.6% | -78.6% | +57.6% |
| All | +121.8% | +71.7% | +50.0% | +81.4% |
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