+189.2%
EQT vs GLDM
+141.3%
+47.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.3% |
| 7D | -0.8% | +0.7% | -1.6% | -1.0% |
| 30D | +6.6% | +0.3% | +6.3% | +6.4% |
| 3M | +4.4% | +0.7% | +3.7% | +3.9% |
| 6M | -10.5% | -15.4% | +4.9% | -6.4% |
| YTD | +3.7% | +1.0% | +2.7% | +0.8% |
| 1Y | +9.9% | +19.7% | -9.9% | -0.3% |
| 3Y | +35.4% | +126.5% | -91.2% | -9.5% |
| 5Y | +189.2% | +142.5% | +46.7% | +76.5% |
| All | +189.2% | +141.3% | +47.9% | +76.5% |
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