-7.8%
GLDM vs WU
-16.8%
+9.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.8% |
| 7D | -5.5% | -5.3% | -0.2% | -5.3% |
| 30D | -7.0% | +9.0% | -16.0% | -7.3% |
| 3M | -12.3% | -3.6% | -8.7% | -12.4% |
| 6M | -17.9% | -19.4% | +1.5% | -18.3% |
| YTD | -10.3% | -21.7% | +11.4% | -10.7% |
| 1Y | -7.8% | -16.1% | +8.4% | -8.2% |
| All | -7.8% | -16.8% | +9.0% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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