+23.7%
WMB vs GLDM
+2.8%
+21.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.7% | -10.0% | -6.4% |
| 7D | -8.6% | -0.3% | -8.4% | -8.5% |
| 30D | -4.2% | -1.9% | -2.3% | -3.9% |
| 3M | -4.4% | -0.4% | -4.0% | -4.6% |
| 6M | -8.7% | -10.1% | +1.4% | -8.1% |
| YTD | +15.4% | -5.8% | +21.2% | +15.2% |
| 1Y | +23.7% | +3.1% | +20.6% | +19.0% |
| All | +23.7% | +2.8% | +21.0% | +19.0% |
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