-7.8%
GLDM vs QID
-21.0%
+13.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.7% |
| 7D | -5.5% | -11.8% | +6.3% | -8.1% |
| 30D | -7.0% | +14.2% | -21.2% | -3.2% |
| 3M | -12.3% | +8.8% | -21.1% | -9.6% |
| 6M | -17.9% | +1.5% | -19.4% | -16.0% |
| YTD | -10.3% | -23.8% | +13.5% | -14.6% |
| 1Y | -7.8% | -22.0% | +14.2% | -11.7% |
| All | -7.8% | -21.0% | +13.2% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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