+15.0%
HON vs GLDM
+112.9%
-97.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -0.4% | -2.0% | +1.6% | 0.0% |
| 30D | +8.6% | -4.4% | +13.0% | +9.4% |
| 3M | -0.8% | -8.8% | +8.1% | +0.7% |
| 6M | -0.1% | -15.9% | +15.8% | +2.5% |
| YTD | +12.8% | -7.7% | +20.4% | +13.9% |
| 1Y | +10.4% | -3.6% | +14.0% | +10.9% |
| 3Y | +30.5% | +105.2% | -74.8% | +13.2% |
| 5Y | +15.0% | +112.8% | -97.8% | -7.2% |
| All | +15.0% | +112.9% | -97.9% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling