+145.9%
GLDM vs TRI
-1.9%
+147.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.9% |
| 7D | -0.5% | -0.5% | 0.0% | -0.5% |
| 30D | +4.4% | +7.9% | -3.5% | +4.5% |
| 3M | -1.1% | +24.1% | -25.1% | -1.2% |
| 6M | -13.7% | +3.8% | -17.5% | -13.4% |
| YTD | +2.8% | -16.9% | +19.6% | +5.0% |
| 1Y | +24.8% | -38.4% | +63.2% | +31.1% |
| 3Y | +127.8% | -12.2% | +140.0% | +130.9% |
| All | +145.9% | -1.9% | +147.8% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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