-7.8%
GLDM vs WCC
+27.1%
-34.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -5.5% | +14.2% | -19.7% | -7.4% |
| 30D | -7.0% | -9.8% | +2.8% | -5.7% |
| 3M | -12.3% | -10.1% | -2.2% | -11.2% |
| 6M | -17.9% | -9.4% | -8.5% | -17.3% |
| YTD | -10.3% | +34.4% | -44.7% | -16.0% |
| 1Y | -7.8% | +23.3% | -31.0% | -13.3% |
| All | -7.8% | +27.1% | -34.9% | -13.3% |
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