+107.0%
GLDM vs RPRX
+86.5%
+20.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -4.6% | +3.3% | -8.0% | -4.8% |
| 30D | -5.5% | +17.9% | -23.4% | -6.5% |
| 3M | -10.9% | +19.2% | -30.1% | -11.9% |
| 6M | -17.3% | +31.7% | -49.0% | -18.8% |
| YTD | -10.2% | +82.5% | -92.6% | -13.3% |
| 1Y | -6.9% | +78.4% | -85.4% | -10.1% |
| 3Y | +98.7% | +177.0% | -78.3% | +85.7% |
| All | +107.0% | +86.5% | +20.5% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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