+105.0%
GLDM vs ENB
+63.8%
+41.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.4% |
| 7D | +4.7% | -5.2% | +9.9% | +5.6% |
| 30D | -0.9% | +2.2% | -3.0% | -1.3% |
| 3M | -4.3% | -8.1% | +3.7% | -3.0% |
| 6M | -13.4% | -11.2% | -2.2% | -11.8% |
| YTD | -5.8% | +2.0% | -7.8% | -7.6% |
| 1Y | +2.1% | +4.1% | -2.0% | -0.4% |
| 3Y | +105.0% | +64.7% | +40.3% | +80.4% |
| All | +105.0% | +63.8% | +41.2% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling