-11.6%
GLDM vs SOLS
+26.5%
-38.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.9% | -2.7% |
| 7D | -5.5% | +20.8% | -26.3% | -6.9% |
| 30D | -7.0% | +9.2% | -16.2% | -7.7% |
| 3M | -12.3% | +7.1% | -19.3% | -12.7% |
| 6M | -17.9% | -23.7% | +5.7% | -15.9% |
| YTD | -10.3% | +37.3% | -47.6% | -12.5% |
| 1Y | -7.8% | +42.2% | -49.9% | -10.4% |
| All | -11.6% | +26.5% | -38.1% | -14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling