+107.0%
GLDM vs NUE
+143.0%
-36.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.3% |
| 7D | -4.6% | +2.8% | -7.4% | -4.7% |
| 30D | -5.5% | -2.1% | -3.4% | -5.4% |
| 3M | -10.9% | -7.3% | -3.5% | -10.7% |
| 6M | -17.3% | +8.9% | -26.2% | -17.7% |
| YTD | -10.2% | +55.6% | -65.8% | -11.7% |
| 1Y | -6.9% | +74.7% | -81.6% | -8.8% |
| 3Y | +98.7% | +71.7% | +27.0% | +94.1% |
| All | +107.0% | +143.0% | -36.1% | +101.5% |
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 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