+4.1%
SHW vs GLDM
+1.8%
+2.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +3.5% | +4.7% | -1.2% | +2.4% |
| 30D | +9.2% | -0.9% | +10.1% | +9.3% |
| 3M | -5.1% | -4.3% | -0.8% | -4.4% |
| 6M | +6.8% | -13.4% | +20.2% | +9.9% |
| YTD | +7.0% | -5.8% | +12.8% | +5.9% |
| 1Y | +4.1% | +2.1% | +2.1% | -2.3% |
| All | +4.1% | +1.8% | +2.3% | -2.3% |
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