+98.4%
GLDM vs PNC
+114.5%
-16.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.8% |
| 7D | -5.5% | +1.9% | -7.4% | -5.5% |
| 30D | -7.0% | +6.2% | -13.2% | -7.1% |
| 3M | -12.3% | -8.7% | -3.6% | -12.3% |
| 6M | -17.9% | +9.2% | -27.1% | -18.0% |
| YTD | -10.3% | +14.3% | -24.6% | -10.4% |
| 1Y | -7.8% | +27.7% | -35.4% | -7.7% |
| All | +98.4% | +114.5% | -16.1% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling