+66.3%
WDC vs GLDM
-1.4%
+67.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +1.7% |
| 7D | -16.7% | +2.9% | -19.6% | -18.7% |
| 30D | -27.2% | -3.9% | -23.3% | -25.0% |
| 3M | -34.0% | -8.1% | -25.9% | -30.3% |
| 6M | -39.7% | -14.7% | -25.0% | -32.4% |
| YTD | +68.1% | -6.6% | +74.6% | +80.6% |
| 1Y | +66.3% | -2.1% | +68.4% | +71.0% |
| All | +66.3% | -1.4% | +67.7% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling