+219.3%
GLDM vs OVV
+24.2%
+195.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.6% | +9.3% | +3.7% |
| 7D | -0.3% | -12.1% | +11.8% | -0.2% |
| 30D | -1.9% | +2.9% | -4.7% | -1.9% |
| 3M | -0.4% | +3.7% | -4.1% | -0.4% |
| 6M | -10.1% | +0.6% | -10.7% | -10.1% |
| YTD | -5.8% | +62.5% | -68.3% | -6.2% |
| 1Y | +3.1% | +72.0% | -68.9% | +2.7% |
| 3Y | +103.4% | +39.1% | +64.3% | +102.5% |
| 5Y | +125.5% | +98.5% | +27.1% | +125.8% |
| All | +219.3% | +24.2% | +195.0% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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