+0.6%
GLDM vs WU
-15.7%
+16.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +5.0% | +9.1% | -4.1% | +4.6% |
| 30D | -1.3% | +12.1% | -13.4% | -1.7% |
| 3M | -4.7% | +0.3% | -5.0% | -4.9% |
| 6M | -12.4% | -19.1% | +6.8% | -13.0% |
| YTD | -4.1% | -19.2% | +15.2% | -4.6% |
| All | +0.6% | -15.7% | +16.3% | +0.2% |
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