+10.7%
HCA vs GLDM
+1.2%
+9.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.8% |
| 7D | +7.9% | +5.0% | +3.0% | +7.5% |
| 30D | +11.9% | -1.3% | +13.2% | +11.7% |
| 3M | +22.4% | -4.7% | +27.1% | +22.5% |
| 6M | +16.5% | -12.4% | +28.8% | +17.1% |
| YTD | +8.7% | -4.1% | +12.8% | +3.3% |
| All | +10.7% | +1.2% | +9.4% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling