+219.4%
GLDM vs WEC
+138.0%
+81.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.6% |
| 7D | +4.7% | -0.2% | +4.8% | +4.7% |
| 30D | -0.9% | +12.3% | -13.2% | -2.2% |
| 3M | -4.3% | +8.3% | -12.6% | -5.2% |
| 6M | -13.4% | +3.5% | -16.9% | -13.8% |
| YTD | -5.8% | +12.7% | -18.5% | -7.2% |
| 1Y | +2.1% | +8.2% | -6.1% | +1.0% |
| 3Y | +105.0% | +55.9% | +49.2% | +94.0% |
| 5Y | +122.5% | +51.2% | +71.3% | +110.9% |
| All | +219.4% | +138.0% | +81.4% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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