+219.4%
GLDM vs NUE
+357.4%
-138.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | +4.7% | -10.6% | +15.2% | +4.9% |
| 30D | -0.9% | -0.6% | -0.3% | -0.9% |
| 3M | -4.3% | -9.7% | +5.4% | -4.1% |
| 6M | -13.4% | +5.1% | -18.5% | -13.5% |
| YTD | -5.8% | +51.4% | -57.2% | -6.6% |
| 1Y | +2.1% | +71.3% | -69.3% | +1.1% |
| 3Y | +105.0% | +66.8% | +38.2% | +102.8% |
| 5Y | +122.5% | +134.8% | -12.3% | +119.5% |
| All | +219.4% | +357.4% | -138.1% | +217.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling