+216.8%
GLDM vs WING
+276.1%
-59.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.5% | -2.5% |
| 7D | +2.9% | +5.0% | -2.1% | +2.7% |
| 30D | -3.9% | +38.7% | -42.6% | -4.9% |
| 3M | -8.1% | +44.7% | -52.9% | -9.3% |
| 6M | -14.7% | +31.5% | -46.2% | -15.6% |
| YTD | -6.6% | -28.4% | +21.8% | -6.1% |
| 1Y | -2.1% | -28.2% | +26.1% | -1.6% |
| 3Y | +107.7% | -18.4% | +126.1% | +105.1% |
| 5Y | +116.5% | +5.2% | +111.2% | +110.4% |
| All | +216.8% | +276.1% | -59.4% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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