+248.5%
GLDM vs WPM
+701.5%
-453.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | -0.5% | +1.1% | -1.6% | -0.9% |
| 30D | +4.4% | +26.4% | -21.9% | -3.6% |
| 3M | -1.1% | +20.8% | -21.9% | -7.6% |
| 6M | -13.7% | +1.1% | -14.8% | -15.1% |
| YTD | +2.8% | +32.5% | -29.7% | -7.0% |
| 1Y | +24.8% | +51.5% | -26.7% | +8.3% |
| 3Y | +127.8% | +267.0% | -139.2% | +51.9% |
| 5Y | +141.1% | +250.1% | -109.0% | +59.5% |
| All | +248.5% | +701.5% | -453.0% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling