+112.8%
ORLY vs GLDM
+107.1%
+5.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.6% | -4.6% | +7.2% | +2.8% |
| 30D | +6.3% | -5.5% | +11.8% | +6.6% |
| 3M | -0.4% | -10.9% | +10.4% | +0.1% |
| 6M | +2.8% | -17.3% | +20.1% | +3.9% |
| YTD | +1.1% | -10.2% | +11.2% | +2.3% |
| 1Y | -6.3% | -6.9% | +0.7% | -5.1% |
| 3Y | +38.9% | +98.7% | -59.8% | +37.7% |
| All | +112.8% | +107.1% | +5.8% | +101.8% |
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