+0.6%
GLDM vs SMTC
+57.1%
-56.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +12.8% | -11.0% | +1.1% |
| 7D | +5.0% | -4.8% | +9.8% | +5.0% |
| 30D | -1.3% | -37.8% | +36.5% | +1.8% |
| 3M | -4.7% | -16.5% | +11.8% | -4.1% |
| 6M | -12.4% | -4.4% | -8.0% | -13.7% |
| YTD | -4.1% | +58.0% | -62.1% | -9.1% |
| All | +0.6% | +57.1% | -56.5% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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