+216.8%
GLDM vs PNC
+125.7%
+91.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +2.9% | +0.8% | +2.0% | +2.9% |
| 30D | -3.9% | +6.5% | -10.4% | -3.8% |
| 3M | -8.1% | -7.3% | -0.9% | -8.3% |
| 6M | -14.7% | +8.5% | -23.2% | -14.6% |
| YTD | -6.6% | +14.5% | -21.0% | -6.3% |
| 1Y | -2.1% | +29.1% | -31.1% | -1.5% |
| 3Y | +107.7% | +113.7% | -6.1% | +111.2% |
| 5Y | +116.5% | +35.7% | +80.8% | +117.7% |
| All | +216.8% | +125.7% | +91.1% | +220.7% |
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