+107.7%
GLDM vs TRGP
+252.5%
-144.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -2.7% |
| 7D | +2.9% | -5.8% | +8.6% | +2.9% |
| 30D | -3.9% | -1.5% | -2.4% | -4.0% |
| 3M | -8.1% | +6.1% | -14.2% | -8.5% |
| 6M | -14.7% | +14.4% | -29.1% | -15.5% |
| YTD | -6.6% | +55.3% | -61.9% | -9.5% |
| 1Y | -2.1% | +69.1% | -71.2% | -5.5% |
| 3Y | +107.7% | +254.3% | -146.6% | +79.9% |
| All | +107.7% | +252.5% | -144.8% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling