+145.9%
GLDM vs NUE
+146.7%
-0.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -0.5% | +4.2% | -4.8% | -0.7% |
| 30D | +4.4% | -5.0% | +9.4% | +4.6% |
| 3M | -1.1% | -0.2% | -0.8% | -1.1% |
| 6M | -13.7% | +49.1% | -62.8% | -14.9% |
| YTD | +2.8% | +61.0% | -58.2% | +1.1% |
| 1Y | +24.8% | +82.5% | -57.7% | +22.5% |
| 3Y | +127.8% | +57.9% | +69.9% | +123.8% |
| All | +145.9% | +146.7% | -0.8% | +138.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling