+111.8%
HOOD vs GLDM
+126.2%
-14.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.8% | -11.2% | -10.8% |
| 7D | -14.4% | +1.9% | -16.3% | -15.3% |
| 30D | -30.0% | -1.7% | -28.3% | -29.3% |
| 3M | -15.5% | -3.5% | -12.0% | -13.3% |
| 6M | +1.8% | -10.1% | +11.8% | +7.8% |
| YTD | -30.7% | -5.0% | -25.6% | -27.4% |
| 1Y | -45.0% | +2.8% | -47.8% | -43.8% |
| 3Y | +709.0% | +105.1% | +603.9% | +555.3% |
| 5Y | +111.8% | +124.3% | -12.5% | +54.5% |
| All | +111.8% | +126.2% | -14.4% | +54.5% |
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