+104.1%
GLDM vs NVT
+135.4%
-31.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -1.4% |
| 7D | -2.0% | +3.5% | -5.4% | -2.3% |
| 30D | -4.4% | -28.2% | +23.7% | -2.2% |
| 3M | -8.8% | -30.1% | +21.2% | -6.6% |
| 6M | -15.9% | -32.5% | +16.6% | -13.8% |
| YTD | -7.7% | +15.2% | -22.9% | -8.1% |
| 1Y | -3.6% | +7.2% | -10.8% | -3.8% |
| All | +104.1% | +135.4% | -31.3% | +104.2% |
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