-6.9%
GLDM vs WCN
+16.4%
-23.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -4.6% | +2.6% | -7.2% | -4.4% |
| 30D | -5.5% | +23.9% | -29.4% | -3.3% |
| 3M | -10.9% | +17.4% | -28.3% | -9.2% |
| 6M | -17.3% | +28.0% | -45.3% | -15.5% |
| YTD | -10.2% | +11.6% | -21.7% | -6.4% |
| 1Y | -6.9% | +16.9% | -23.8% | -2.7% |
| All | -6.9% | +16.4% | -23.4% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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