+17.8%
WBD vs GLDM
+125.9%
-108.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +163.0% | +107.2% | +55.7% | +4.4% |
| 7D | +163.0% | +107.2% | +55.7% | +4.4% |
| 30D | +163.0% | +107.2% | +55.7% | +4.4% |
| 3M | +163.0% | +107.2% | +55.7% | +4.4% |
| 6M | +163.0% | +107.2% | +55.7% | +4.4% |
| YTD | +163.0% | +107.2% | +55.7% | +4.4% |
| 1Y | +163.0% | +107.2% | +55.7% | +4.4% |
| 3Y | +206.7% | +126.8% | +79.9% | +18.8% |
| All | +17.8% | +125.9% | -108.1% | -56.9% |
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