+225.3%
GLDM vs TRMB
+67.1%
+158.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.9% |
| 7D | +5.0% | -17.0% | +21.9% | +5.2% |
| 30D | -1.3% | -9.0% | +7.7% | -1.3% |
| 3M | -4.7% | -8.1% | +3.4% | -4.7% |
| 6M | -12.4% | -10.1% | -2.3% | -12.4% |
| YTD | -4.1% | -30.2% | +26.2% | -3.7% |
| 1Y | +3.3% | -30.7% | +34.0% | +3.8% |
| 3Y | +110.9% | +32.6% | +78.3% | +108.1% |
| 5Y | +124.8% | -38.1% | +162.9% | +124.4% |
| All | +225.3% | +67.1% | +158.3% | +215.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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