+528.7%
WDC vs GLD
+118.6%
+410.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | -28.0% | +4.7% | -32.7% | -29.9% |
| 30D | -34.9% | -0.9% | -34.0% | -34.7% |
| 3M | -41.6% | -4.4% | -37.2% | -40.6% |
| 6M | -45.4% | -13.6% | -31.8% | -41.6% |
| YTD | +53.3% | -6.0% | +59.3% | +61.2% |
| 1Y | +61.5% | +1.8% | +59.8% | +65.4% |
| 3Y | +712.3% | +103.2% | +609.2% | +560.2% |
| All | +528.7% | +118.6% | +410.1% | +339.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling