+0.6%
GLDM vs WPM
+40.9%
-40.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.6% | -3.7% | -0.7% |
| 7D | +5.0% | +20.8% | -15.8% | -3.9% |
| 30D | -1.3% | +3.8% | -5.1% | -3.3% |
| 3M | -4.7% | +7.4% | -12.1% | -8.7% |
| 6M | -12.4% | +4.0% | -16.3% | -15.5% |
| YTD | -4.1% | +23.0% | -27.1% | -13.1% |
| All | +0.6% | +40.9% | -40.3% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling