+567.0%
WDC vs GLDM
+107.1%
+459.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.1% |
| 7D | +12.1% | -4.6% | +16.7% | +14.7% |
| 30D | -18.8% | -5.5% | -13.3% | -16.6% |
| 3M | -39.3% | -10.9% | -28.4% | -36.1% |
| 6M | -40.1% | -17.3% | -22.8% | -34.6% |
| YTD | +71.8% | -10.2% | +82.0% | +84.7% |
| 1Y | +88.5% | -6.9% | +95.4% | +100.2% |
| 3Y | +770.0% | +98.7% | +671.3% | +628.6% |
| All | +567.0% | +107.1% | +459.9% | +372.9% |
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