+242.5%
GLDM vs PNC
+134.8%
+107.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.7% |
| 7D | +0.7% | +2.3% | -1.5% | +0.8% |
| 30D | +0.3% | -3.8% | +4.1% | +0.2% |
| 3M | +0.7% | +7.8% | -7.1% | +0.8% |
| 6M | -15.4% | +19.7% | -35.1% | -15.2% |
| YTD | +1.0% | +19.1% | -18.1% | +1.4% |
| 1Y | +19.7% | +23.1% | -3.4% | +20.3% |
| 3Y | +126.5% | +132.1% | -5.6% | +130.8% |
| 5Y | +142.5% | +52.2% | +90.3% | +144.7% |
| All | +242.5% | +134.8% | +107.7% | +247.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling