+176.6%
URI vs GLDM
+126.2%
+50.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -8.0% | -7.2% |
| 7D | -12.9% | +1.9% | -14.8% | -13.1% |
| 30D | -3.4% | -1.7% | -1.7% | -3.2% |
| 3M | -10.0% | -3.5% | -6.5% | -9.7% |
| 6M | +12.2% | -10.1% | +22.2% | +13.4% |
| YTD | +29.8% | -5.0% | +34.8% | +29.7% |
| 1Y | +24.6% | +2.8% | +21.8% | +23.8% |
| 3Y | +137.6% | +105.1% | +32.5% | +111.3% |
| 5Y | +176.6% | +124.3% | +52.3% | +125.9% |
| All | +176.6% | +126.2% | +50.5% | +125.9% |
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