+225.3%
GLDM vs NUE
+365.4%
-140.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.8% |
| 7D | +5.0% | -10.2% | +15.2% | +5.2% |
| 30D | -1.3% | -0.4% | -0.9% | -1.3% |
| 3M | -4.7% | -8.4% | +3.7% | -4.6% |
| 6M | -12.4% | +10.1% | -22.5% | -12.6% |
| YTD | -4.1% | +54.1% | -58.1% | -4.9% |
| 1Y | +3.3% | +74.7% | -71.4% | +2.3% |
| 3Y | +110.9% | +72.0% | +39.0% | +108.6% |
| 5Y | +124.8% | +136.4% | -11.6% | +121.7% |
| All | +225.3% | +365.4% | -140.1% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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