-7.2%
GLDM vs SOLS
+10.3%
-17.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.4% | -6.2% | -1.2% |
| 7D | +4.7% | -4.2% | +8.9% | +4.9% |
| 30D | -0.9% | -3.9% | +3.0% | -0.6% |
| 3M | -4.3% | -6.6% | +2.3% | -3.8% |
| 6M | -13.4% | -29.1% | +15.7% | -11.1% |
| YTD | -5.8% | +19.8% | -25.6% | -7.2% |
| 1Y | +2.1% | +29.2% | -27.2% | +0.1% |
| All | -7.2% | +10.3% | -17.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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