+98.7%
GLDM vs RRX
+64.5%
+34.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.3% |
| 7D | -4.6% | +4.3% | -9.0% | -4.8% |
| 30D | -5.5% | +12.3% | -17.8% | -6.2% |
| 3M | -10.9% | +3.7% | -14.5% | -11.2% |
| 6M | -17.3% | -13.9% | -3.4% | -17.2% |
| YTD | -10.2% | +26.5% | -36.6% | -11.0% |
| 1Y | -6.9% | +29.3% | -36.3% | -7.8% |
| 3Y | +98.7% | +65.6% | +33.1% | +94.0% |
| All | +98.7% | +64.5% | +34.2% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling