+106.7%
GLDM vs TRMB
+26.2%
+80.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +0.8% |
| 7D | +1.9% | -17.9% | +19.8% | +1.7% |
| 30D | -1.7% | -12.0% | +10.3% | -2.0% |
| 3M | -3.5% | -8.4% | +4.9% | -3.8% |
| 6M | -10.1% | -21.5% | +11.5% | -10.5% |
| YTD | -5.0% | -31.5% | +26.5% | -5.5% |
| 1Y | +2.8% | -33.4% | +36.2% | +2.3% |
| All | +106.7% | +26.2% | +80.4% | +96.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling