-64.1%
WBD vs GLDM
+3.7%
-67.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.4% |
| 7D | -13.9% | -2.8% | -11.1% | -13.2% |
| 30D | -7.6% | +3.3% | -10.9% | -8.3% |
| 3M | -28.3% | +1.1% | -29.4% | -28.5% |
| 6M | -22.3% | -4.7% | -17.6% | -21.6% |
| YTD | +6.9% | +6.1% | +0.7% | +4.5% |
| 1Y | -6.2% | +10.1% | -16.3% | -9.2% |
| All | -64.1% | +3.7% | -67.8% | -66.9% |
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