+8.7%
EQT vs GLDM
+18.4%
-9.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +0.8% |
| 7D | -1.2% | -3.4% | +2.2% | -0.8% |
| 30D | +1.1% | -1.1% | +2.2% | +1.1% |
| 3M | +4.8% | +5.9% | -1.1% | +3.9% |
| 6M | -10.6% | -16.9% | +6.3% | -8.1% |
| YTD | +3.4% | +0.2% | +3.3% | -0.6% |
| 1Y | +8.7% | +18.6% | -9.9% | +3.9% |
| All | +8.7% | +18.4% | -9.7% | +3.9% |
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