+24.8%
GLDM vs NVS
+27.7%
-2.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.6% |
| 7D | -0.5% | +4.0% | -4.6% | -1.2% |
| 30D | +4.4% | +3.6% | +0.8% | +3.8% |
| 3M | -1.1% | +7.8% | -8.9% | -2.8% |
| 6M | -13.7% | -0.2% | -13.5% | -14.3% |
| YTD | +2.8% | +19.6% | -16.8% | -0.1% |
| 1Y | +24.8% | +28.4% | -3.5% | +20.9% |
| All | +24.8% | +27.7% | -2.9% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling