+129.7%
GLDM vs NVT
+183.2%
-53.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -1.1% |
| 7D | -0.5% | +5.1% | -5.6% | -0.9% |
| 30D | +4.4% | -3.7% | +8.1% | +4.6% |
| 3M | -1.1% | -10.1% | +9.1% | -0.6% |
| 6M | -13.7% | +37.5% | -51.1% | -15.1% |
| YTD | +2.8% | +53.7% | -51.0% | +0.8% |
| 1Y | +24.8% | +70.9% | -46.0% | +22.2% |
| All | +129.7% | +183.2% | -53.5% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling