+225.3%
GLDM vs TRGP
+649.2%
-423.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.6% | +1.8% |
| 7D | +5.0% | -7.2% | +12.1% | +5.1% |
| 30D | -1.3% | -4.2% | +2.9% | -1.3% |
| 3M | -4.7% | +7.0% | -11.7% | -4.9% |
| 6M | -12.4% | +11.2% | -23.6% | -12.6% |
| YTD | -4.1% | +51.1% | -55.2% | -4.9% |
| 1Y | +3.3% | +62.0% | -58.7% | +2.3% |
| 3Y | +110.9% | +248.2% | -137.2% | +106.0% |
| 5Y | +124.8% | +432.4% | -307.6% | +118.5% |
| All | +225.3% | +649.2% | -423.9% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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