+3.1%
GLDM vs ROIV
+97.8%
-94.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.1% | -2.4% | +3.0% |
| 7D | -0.3% | +3.0% | -3.3% | -0.6% |
| 30D | -1.9% | +6.8% | -8.7% | -2.6% |
| 3M | -0.4% | +10.5% | -10.9% | -1.8% |
| 6M | -10.1% | +34.8% | -44.9% | -13.9% |
| YTD | -5.8% | +76.2% | -82.0% | -13.3% |
| 1Y | +3.1% | +92.4% | -89.3% | -6.7% |
| All | +3.1% | +97.8% | -94.7% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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