+106.7%
GLDM vs WPM
+203.9%
-97.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | +1.9% | +7.5% | -5.6% | -1.4% |
| 30D | -1.7% | -3.8% | +2.1% | -0.4% |
| 3M | -3.5% | +8.0% | -11.5% | -7.5% |
| 6M | -10.1% | +6.1% | -16.1% | -14.0% |
| YTD | -5.0% | +13.2% | -18.3% | -11.4% |
| 1Y | +2.8% | +37.9% | -35.1% | -11.3% |
| All | +106.7% | +203.9% | -97.2% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling