+204.3%
GLDM vs ENB
+150.1%
+54.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | -5.5% | 0.0% | -5.5% | -5.5% |
| 30D | -7.0% | +1.4% | -8.4% | -7.1% |
| 3M | -12.3% | -5.2% | -7.1% | -11.9% |
| 6M | -17.9% | -9.9% | -8.0% | -17.3% |
| YTD | -10.3% | +4.7% | -14.9% | -10.8% |
| 1Y | -7.8% | +2.8% | -10.5% | -8.2% |
| 3Y | +99.5% | +71.3% | +28.2% | +91.3% |
| 5Y | +106.5% | +58.6% | +47.9% | +99.0% |
| All | +204.3% | +150.1% | +54.2% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling