-16.7%
GLDM vs INFQ
-37.6%
+20.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +19.5% | -20.3% | -2.1% |
| 7D | +4.7% | +0.1% | +4.5% | +4.5% |
| 30D | -0.9% | -23.6% | +22.8% | +0.7% |
| 3M | -4.3% | -20.0% | +15.7% | -3.2% |
| 6M | -13.4% | -34.4% | +21.0% | -12.2% |
| All | -16.7% | -37.6% | +20.9% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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