+213.0%
GLDM vs NUE
+388.1%
-175.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.2% |
| 7D | -2.0% | -2.4% | +0.5% | -1.9% |
| 30D | -4.4% | +3.8% | -8.2% | -4.5% |
| 3M | -8.8% | -3.7% | -5.2% | -8.8% |
| 6M | -15.9% | +13.2% | -29.1% | -16.1% |
| YTD | -7.7% | +61.6% | -69.3% | -8.5% |
| 1Y | -3.6% | +83.6% | -87.2% | -4.6% |
| 3Y | +105.2% | +78.6% | +26.6% | +102.7% |
| 5Y | +112.8% | +148.0% | -35.2% | +109.6% |
| All | +213.0% | +388.1% | -175.1% | +211.0% |
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