+222.0%
GLDM vs RMD
+145.1%
+76.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +1.9% | -5.3% | +7.2% | +2.2% |
| 30D | -1.7% | +8.4% | -10.1% | -2.2% |
| 3M | -3.5% | +7.1% | -10.7% | -4.0% |
| 6M | -10.1% | +15.8% | -25.9% | -11.0% |
| YTD | -5.0% | +0.2% | -5.2% | -5.2% |
| 1Y | +2.8% | -1.4% | +4.2% | +2.7% |
| 3Y | +105.1% | +61.3% | +43.8% | +99.0% |
| 5Y | +124.3% | -3.9% | +128.2% | +122.0% |
| All | +222.0% | +145.1% | +76.9% | +210.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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