+213.0%
GLDM vs TRU
+20.3%
+192.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.0% | 0.0% | -1.9% | -2.0% |
| 30D | -4.4% | +24.3% | -28.7% | -5.1% |
| 3M | -8.8% | +2.3% | -11.1% | -9.0% |
| 6M | -15.9% | +17.7% | -33.6% | -16.4% |
| YTD | -7.7% | -3.8% | -3.9% | -7.9% |
| 1Y | -3.6% | -0.3% | -3.3% | -3.9% |
| 3Y | +105.2% | +58.4% | +46.8% | +100.0% |
| 5Y | +112.8% | -24.0% | +136.8% | +109.8% |
| All | +213.0% | +20.3% | +192.7% | +207.5% |
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