-3.5%
HAL vs GLDM
+248.1%
-251.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | +2.9% | -0.5% | +3.5% | +3.0% |
| 30D | +17.0% | +4.4% | +12.6% | +16.0% |
| 3M | -9.7% | -1.1% | -8.6% | -9.5% |
| 6M | +8.6% | -13.7% | +22.3% | +11.6% |
| YTD | +33.0% | +2.8% | +30.2% | +30.9% |
| 1Y | +68.3% | +24.8% | +43.5% | +56.3% |
| 3Y | +0.1% | +127.8% | -127.7% | -23.6% |
| 5Y | +102.6% | +141.1% | -38.5% | +51.0% |
| All | -3.5% | +248.1% | -251.6% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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