+248.5%
GLDM vs RMD
+133.9%
+114.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -0.5% | -5.0% | +4.5% | -0.2% |
| 30D | +4.4% | +2.2% | +2.2% | +4.2% |
| 3M | -1.1% | +17.8% | -18.9% | -2.1% |
| 6M | -13.7% | -11.3% | -2.3% | -13.2% |
| YTD | +2.8% | -4.4% | +7.2% | +2.9% |
| 1Y | +24.8% | -15.7% | +40.6% | +25.9% |
| 3Y | +127.8% | +47.7% | +80.1% | +122.1% |
| 5Y | +141.1% | -19.2% | +160.4% | +140.9% |
| All | +248.5% | +133.9% | +114.6% | +237.0% |
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