-14.5%
GLDM vs BRKR
+50.2%
-64.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.8% | +7.7% | +1.8% |
| 7D | +0.2% | -7.8% | +7.9% | +1.1% |
| 30D | +0.3% | -3.4% | +3.6% | +0.6% |
| 3M | +3.3% | -4.8% | +8.1% | +2.4% |
| 6M | -14.5% | +46.7% | -61.1% | -22.0% |
| All | -14.5% | +50.2% | -64.7% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 6mo: compounded portfolio wealth divided by compounded BRKR 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…
6mo analysis · Full analysis span regression · 6 months rolling