+213.0%
GLDM vs ENB
+149.1%
+64.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -2.0% | -1.8% | -0.2% | -1.8% |
| 30D | -4.4% | +2.0% | -6.5% | -4.6% |
| 3M | -8.8% | -5.8% | -3.0% | -8.4% |
| 6M | -15.9% | -9.7% | -6.2% | -15.3% |
| YTD | -7.7% | +4.2% | -11.9% | -8.2% |
| 1Y | -3.6% | +3.2% | -6.8% | -4.1% |
| 3Y | +105.2% | +70.6% | +34.6% | +96.9% |
| 5Y | +112.8% | +55.1% | +57.6% | +105.2% |
| All | +213.0% | +149.1% | +64.0% | +199.3% |
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