+248.5%
GLDM vs PODD
+61.5%
+187.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | -0.5% | +1.6% | -2.2% | -0.6% |
| 30D | +4.4% | +10.7% | -6.3% | +4.1% |
| 3M | -1.1% | +0.7% | -1.8% | -1.3% |
| 6M | -13.7% | -39.3% | +25.6% | -12.2% |
| YTD | +2.8% | -48.1% | +50.9% | +5.1% |
| 1Y | +24.8% | -57.4% | +82.3% | +28.6% |
| 3Y | +127.8% | -23.3% | +151.1% | +127.1% |
| 5Y | +141.1% | -51.3% | +192.4% | +143.1% |
| All | +248.5% | +61.5% | +187.0% | +239.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling