-9.1%
GLDM vs SOLS
+27.7%
-36.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.4% |
| 7D | -2.0% | +16.4% | -18.3% | -3.1% |
| 30D | -4.4% | +10.6% | -15.0% | -5.2% |
| 3M | -8.8% | +10.0% | -18.9% | -9.5% |
| 6M | -15.9% | -21.2% | +5.3% | -14.1% |
| YTD | -7.7% | +38.7% | -46.3% | -10.1% |
| 1Y | -3.6% | +46.1% | -49.7% | -6.5% |
| All | -9.1% | +27.7% | -36.8% | -11.7% |
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