+2.8%
GLD vs NDAQ
+28.8%
-26.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +3.6% |
| 7D | -0.3% | +3.9% | -4.2% | -0.4% |
| 30D | -1.9% | +19.0% | -20.9% | -2.4% |
| 3M | -0.4% | +17.6% | -18.0% | -0.9% |
| 6M | -10.2% | +21.0% | -31.2% | -11.0% |
| YTD | -6.0% | +14.1% | -20.1% | -9.0% |
| 1Y | +2.8% | +29.4% | -26.6% | -5.7% |
| All | +2.8% | +28.8% | -26.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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