+3.1%
GLDM vs WCC
+24.5%
-21.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -9.9% | +13.6% | +5.3% |
| 7D | -0.3% | -8.8% | +8.5% | +1.0% |
| 30D | -1.9% | -16.0% | +14.2% | +0.9% |
| 3M | -0.4% | -15.2% | +14.8% | +2.0% |
| 6M | -10.1% | -8.4% | -1.7% | -9.5% |
| YTD | -5.8% | +30.1% | -35.9% | -11.9% |
| 1Y | +3.1% | +26.4% | -23.3% | -4.5% |
| All | +3.1% | +24.5% | -21.3% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling