+121.8%
GLDM vs WING
+4.1%
+117.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.8% |
| 7D | +4.7% | +9.0% | -4.4% | +4.5% |
| 30D | -0.9% | +39.9% | -40.8% | -1.4% |
| 3M | -4.3% | +40.4% | -44.7% | -4.9% |
| 6M | -13.4% | +12.9% | -26.3% | -13.7% |
| YTD | -5.8% | -31.1% | +25.3% | -5.6% |
| 1Y | +2.1% | -32.7% | +34.8% | +2.3% |
| 3Y | +105.0% | -19.8% | +124.8% | +103.7% |
| All | +121.8% | +4.1% | +117.7% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling