+112.8%
GLDM vs WY
-31.7%
+144.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.0% | -5.1% | +3.1% | -1.5% |
| 30D | -4.4% | +9.0% | -13.5% | -5.2% |
| 3M | -8.8% | -16.7% | +7.9% | -7.5% |
| 6M | -15.9% | -10.3% | -5.6% | -15.2% |
| YTD | -7.7% | -10.5% | +2.8% | -7.0% |
| 1Y | -3.6% | -5.9% | +2.3% | -3.2% |
| 3Y | +105.2% | -24.7% | +129.9% | +109.1% |
| 5Y | +112.8% | -31.5% | +144.3% | +117.7% |
| All | +112.8% | -31.7% | +144.4% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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