+216.8%
GLDM vs WEC
+140.3%
+76.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +2.9% | +1.4% | +1.5% | +2.7% |
| 30D | -3.9% | +12.8% | -16.7% | -5.2% |
| 3M | -8.1% | +11.2% | -19.4% | -9.3% |
| 6M | -14.7% | +6.6% | -21.3% | -15.4% |
| YTD | -6.6% | +13.8% | -20.4% | -8.1% |
| 1Y | -2.1% | +7.6% | -9.7% | -3.0% |
| 3Y | +107.7% | +62.2% | +45.5% | +95.7% |
| 5Y | +116.5% | +52.0% | +64.5% | +105.0% |
| All | +216.8% | +140.3% | +76.4% | +205.7% |
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