-6.1%
PATH vs GLDM
+128.8%
-134.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.7% | -16.5% |
| 7D | -16.3% | -0.5% | -15.8% | -16.2% |
| 30D | +9.9% | +4.4% | +5.5% | +9.6% |
| 3M | +30.2% | -1.1% | +31.2% | +30.3% |
| 6M | +37.2% | -13.7% | +50.9% | +39.4% |
| YTD | -7.3% | +2.8% | -10.1% | -7.7% |
| 1Y | +40.0% | +24.8% | +15.2% | +35.0% |
| All | -6.1% | +128.8% | -134.9% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling