+1.3%
YUM vs GLDM
+20.5%
-19.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -3.6% | +0.2% | -3.7% | -3.6% |
| 30D | +0.4% | +0.3% | +0.1% | +0.4% |
| 3M | -3.8% | +3.3% | -7.1% | -4.0% |
| 6M | -8.3% | -14.5% | +6.2% | -8.4% |
| YTD | -2.6% | +1.9% | -4.6% | -2.3% |
| All | +1.3% | +20.5% | -19.2% | -0.9% |
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 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