+242.5%
GLDM vs SIRI
-48.0%
+290.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.7% |
| 7D | +0.7% | +4.3% | -3.5% | +0.6% |
| 30D | +0.3% | -2.8% | +3.2% | +0.4% |
| 3M | +0.7% | +5.9% | -5.2% | +0.5% |
| 6M | -15.4% | +31.9% | -47.4% | -16.1% |
| YTD | +1.0% | +48.7% | -47.6% | -0.1% |
| 1Y | +19.7% | +23.2% | -3.5% | +19.0% |
| 3Y | +126.5% | -23.9% | +150.4% | +126.8% |
| 5Y | +142.5% | -43.4% | +185.9% | +145.0% |
| All | +242.5% | -48.0% | +290.5% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling