-27.0%
KVUE vs GLDM
+131.8%
-158.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +0.9% | +2.5% | -1.6% | +0.8% |
| 30D | +1.4% | -0.1% | +1.6% | +1.4% |
| 3M | -1.9% | -4.7% | +2.8% | -1.6% |
| 6M | +6.7% | +18.0% | -11.2% | +7.4% |
| YTD | +3.1% | +9.5% | -6.4% | +3.6% |
| 1Y | -23.7% | +42.8% | -66.5% | -25.0% |
| 3Y | -25.9% | +133.1% | -159.1% | -34.0% |
| All | -27.0% | +131.8% | -158.8% | -34.7% |
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