+124.3%
GLDM vs RY
+124.6%
-0.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.4% |
| 7D | +1.9% | -1.1% | +3.0% | +2.1% |
| 30D | -1.7% | +4.4% | -6.1% | -2.5% |
| 3M | -3.5% | -2.9% | -0.6% | -3.1% |
| 6M | -10.1% | +15.6% | -25.6% | -12.4% |
| YTD | -5.0% | +21.8% | -26.9% | -8.4% |
| 1Y | +2.8% | +42.6% | -39.8% | -2.9% |
| 3Y | +105.1% | +160.9% | -55.8% | +78.5% |
| 5Y | +124.3% | +126.1% | -1.8% | +92.8% |
| All | +124.3% | +124.6% | -0.3% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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