+121.8%
GLDM vs PODD
-52.5%
+174.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.2% | +5.4% | -0.6% |
| 7D | +4.7% | -2.1% | +6.8% | +4.7% |
| 30D | -0.9% | +9.0% | -9.9% | -1.1% |
| 3M | -4.3% | +5.2% | -9.5% | -4.5% |
| 6M | -13.4% | -3.2% | -10.2% | -13.6% |
| YTD | -5.8% | -48.5% | +42.6% | -3.5% |
| 1Y | +2.1% | -54.7% | +56.8% | +5.1% |
| 3Y | +105.0% | -7.8% | +112.8% | +102.3% |
| All | +121.8% | -52.5% | +174.3% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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