-58.4%
TEAM vs GLDM
+126.2%
-184.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.5% |
| 7D | -10.2% | +1.9% | -12.1% | -10.3% |
| 30D | -5.5% | -1.7% | -3.8% | -5.4% |
| 3M | +61.7% | -3.5% | +65.3% | +62.2% |
| 6M | +98.5% | -10.1% | +108.5% | +99.2% |
| YTD | +13.0% | -5.0% | +18.1% | +11.1% |
| 1Y | +13.5% | +2.8% | +10.7% | +10.2% |
| 3Y | +3.6% | +105.1% | -101.5% | -17.9% |
| 5Y | -58.4% | +124.3% | -182.7% | -70.4% |
| All | -58.4% | +126.2% | -184.5% | -70.4% |
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