+19.7%
GLDM vs SOXQ
+106.1%
-86.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.0% |
| 7D | +0.7% | +5.3% | -4.5% | -0.3% |
| 30D | +0.3% | -3.7% | +4.0% | +1.0% |
| 3M | +0.7% | -7.8% | +8.5% | +1.2% |
| 6M | -15.4% | +58.4% | -73.8% | -26.1% |
| YTD | +1.0% | +68.1% | -67.1% | -11.8% |
| 1Y | +19.7% | +105.4% | -85.6% | +2.0% |
| All | +19.7% | +106.1% | -86.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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