+3.1%
GLDM vs PNC
+32.8%
-29.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +3.4% |
| 7D | -0.3% | +2.3% | -2.6% | -0.6% |
| 30D | -1.9% | +7.0% | -8.8% | -2.7% |
| 3M | -0.4% | -7.3% | +6.9% | +0.3% |
| 6M | -10.1% | +8.9% | -19.0% | -11.7% |
| YTD | -5.8% | +15.5% | -21.4% | -10.2% |
| 1Y | +3.1% | +31.8% | -28.7% | -4.1% |
| All | +3.1% | +32.8% | -29.7% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1y: compounded portfolio wealth divided by compounded PNC 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…
1y analysis · Full analysis span regression · 6 months rolling