+121.8%
GLDM vs TRMB
-38.3%
+160.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.8% |
| 7D | +4.7% | -16.7% | +21.3% | +4.9% |
| 30D | -0.9% | -9.9% | +9.0% | -0.9% |
| 3M | -4.3% | -7.6% | +3.3% | -4.4% |
| 6M | -13.4% | -14.7% | +1.3% | -13.4% |
| YTD | -5.8% | -30.9% | +25.1% | -5.4% |
| 1Y | +2.1% | -31.3% | +33.4% | +2.5% |
| 3Y | +105.0% | +29.4% | +75.6% | +100.4% |
| All | +121.8% | -38.3% | +160.0% | +119.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling