+219.4%
GLDM vs RACE
+223.0%
-3.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | +4.7% | +5.1% | -0.4% | +4.3% |
| 30D | -0.9% | +7.7% | -8.6% | -1.3% |
| 3M | -4.3% | +2.2% | -6.5% | -4.4% |
| 6M | -13.4% | +23.8% | -37.2% | -14.5% |
| YTD | -5.8% | +13.9% | -19.7% | -6.7% |
| 1Y | +2.1% | +3.8% | -1.7% | +1.5% |
| 3Y | +105.0% | +28.0% | +77.0% | +100.8% |
| 5Y | +122.5% | +64.9% | +57.6% | +114.2% |
| All | +219.4% | +223.0% | -3.6% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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