+176.6%
MPWR vs GLDM
+112.9%
+63.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.2% | +10.1% | +9.5% |
| 7D | +17.3% | -2.0% | +19.2% | +18.4% |
| 30D | +12.1% | -4.4% | +16.5% | +14.7% |
| 3M | +5.6% | -8.8% | +14.5% | +10.7% |
| 6M | -10.7% | -15.9% | +5.2% | -2.9% |
| YTD | +64.0% | -7.7% | +71.6% | +70.8% |
| 1Y | +55.9% | -3.6% | +59.5% | +59.3% |
| 3Y | +199.5% | +105.2% | +94.2% | +119.9% |
| 5Y | +176.6% | +112.8% | +63.8% | +75.8% |
| All | +176.6% | +112.9% | +63.7% | +75.8% |
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 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