+204.7%
GLDM vs TRU
+19.0%
+185.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | -5.5% | +21.3% | -26.8% | -6.0% |
| 3M | -10.9% | +0.2% | -11.1% | -11.0% |
| 6M | -17.3% | +22.4% | -39.7% | -17.9% |
| YTD | -10.2% | -4.8% | -5.3% | -10.3% |
| 1Y | -6.9% | -0.2% | -6.8% | -7.2% |
| 3Y | +98.7% | +57.9% | +40.7% | +93.6% |
| 5Y | +106.7% | -26.1% | +132.9% | +104.0% |
| All | +204.7% | +19.0% | +185.7% | +199.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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