+107.0%
GLDM vs TRGP
+504.4%
-397.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -4.6% | +12.4% | -17.0% | -5.1% |
| 30D | -5.5% | +2.6% | -8.1% | -5.7% |
| 3M | -10.9% | +11.9% | -22.7% | -11.5% |
| 6M | -17.3% | +13.9% | -31.2% | -18.1% |
| YTD | -10.2% | +64.2% | -74.3% | -13.4% |
| 1Y | -6.9% | +78.5% | -85.4% | -10.8% |
| 3Y | +98.7% | +272.9% | -174.3% | +77.8% |
| All | +107.0% | +504.4% | -397.4% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling