+216.8%
GLDM vs WPM
+606.5%
-389.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.4% | -1.0% |
| 7D | +2.9% | +16.4% | -13.5% | -2.4% |
| 30D | -3.9% | -1.5% | -2.4% | -3.8% |
| 3M | -8.1% | +2.6% | -10.7% | -9.5% |
| 6M | -14.7% | -1.3% | -13.4% | -15.4% |
| YTD | -6.6% | +16.8% | -23.3% | -12.2% |
| 1Y | -2.1% | +34.1% | -36.2% | -11.8% |
| 3Y | +107.7% | +225.1% | -117.4% | +43.7% |
| 5Y | +116.5% | +234.5% | -118.0% | +45.7% |
| All | +216.8% | +606.5% | -389.8% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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