+124.8%
GLDM vs WPM
+266.6%
-141.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.6% | -3.7% | -0.3% |
| 7D | +5.0% | +20.8% | -15.8% | -2.6% |
| 30D | -1.3% | +3.8% | -5.1% | -3.1% |
| 3M | -4.7% | +7.4% | -12.1% | -8.0% |
| 6M | -12.4% | +4.0% | -16.3% | -15.0% |
| YTD | -4.1% | +23.0% | -27.1% | -12.6% |
| 1Y | +3.3% | +45.9% | -42.6% | -11.4% |
| 3Y | +110.9% | +242.9% | -132.0% | +36.0% |
| 5Y | +124.8% | +259.5% | -134.7% | +40.1% |
| All | +124.8% | +266.6% | -141.8% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling