+106.7%
GLDM vs WEC
+57.1%
+49.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.9% | +3.2% | -1.3% | +1.5% |
| 30D | -1.7% | +14.7% | -16.3% | -3.4% |
| 3M | -3.5% | +10.2% | -13.8% | -4.8% |
| 6M | -10.1% | +4.5% | -14.5% | -10.6% |
| YTD | -5.0% | +15.1% | -20.2% | -7.2% |
| 1Y | +2.8% | +9.4% | -6.6% | +1.3% |
| All | +106.7% | +57.1% | +49.6% | +87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling