+47.4%
JHX vs GLDM
+2.8%
+44.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +6.4% |
| 7D | +13.3% | -0.3% | +13.6% | +13.3% |
| 30D | +17.1% | -1.9% | +19.0% | +18.2% |
| 3M | +4.1% | -0.4% | +4.5% | +4.2% |
| 6M | +48.5% | -10.1% | +58.6% | +56.5% |
| YTD | +42.3% | -5.8% | +48.1% | +52.7% |
| 1Y | +47.4% | +3.1% | +44.3% | +59.8% |
| All | +47.4% | +2.8% | +44.6% | +59.8% |
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 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