+105.0%
GLDM vs NVT
+118.7%
-13.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.0% | -8.8% | -1.4% |
| 7D | +4.7% | -15.7% | +20.3% | +5.7% |
| 30D | -0.9% | -36.6% | +35.7% | +2.4% |
| 3M | -4.3% | -34.8% | +30.5% | -1.5% |
| 6M | -13.4% | -38.2% | +24.8% | -10.7% |
| YTD | -5.8% | +4.8% | -10.6% | -5.5% |
| 1Y | +2.1% | -2.8% | +4.9% | +2.6% |
| 3Y | +105.0% | +119.5% | -14.5% | +109.4% |
| All | +105.0% | +118.7% | -13.7% | +109.4% |
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