+180.5%
TRV vs GLDM
+107.1%
+73.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.0% | -4.6% | +6.6% | +2.1% |
| 30D | +6.7% | -5.5% | +12.2% | +6.7% |
| 3M | +9.4% | -10.9% | +20.2% | +9.4% |
| 6M | +37.7% | -17.3% | +55.1% | +37.9% |
| YTD | +40.6% | -10.2% | +50.7% | +40.3% |
| 1Y | +42.4% | -6.9% | +49.4% | +42.0% |
| 3Y | +148.1% | +98.7% | +49.5% | +142.4% |
| All | +180.5% | +107.1% | +73.5% | +159.6% |
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