+216.8%
GLDM vs ENB
+148.3%
+68.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.7% |
| 7D | +2.9% | -2.4% | +5.3% | +3.1% |
| 30D | -3.9% | +2.5% | -6.4% | -4.1% |
| 3M | -8.1% | -5.8% | -2.3% | -7.7% |
| 6M | -14.7% | -8.5% | -6.2% | -14.2% |
| YTD | -6.6% | +3.9% | -10.5% | -7.1% |
| 1Y | -2.1% | +3.7% | -5.7% | -2.6% |
| 3Y | +107.7% | +70.1% | +37.6% | +99.3% |
| 5Y | +116.5% | +53.2% | +63.3% | +108.9% |
| All | +216.8% | +148.3% | +68.5% | +203.0% |
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