+66.6%
WDC vs GLD
+1.0%
+65.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.9% | +8.0% | +8.5% |
| 7D | -14.4% | +4.9% | -19.4% | -17.7% |
| 30D | -27.1% | -1.3% | -25.7% | -26.3% |
| 3M | -33.3% | -4.8% | -28.5% | -31.4% |
| 6M | -39.6% | -12.5% | -27.1% | -33.5% |
| YTD | +68.4% | -4.2% | +72.6% | +77.7% |
| All | +66.6% | +1.0% | +65.7% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 1y: compounded portfolio wealth divided by compounded GLD 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…
1y analysis · Full analysis span regression · 6 months rolling