-3.6%
GLDM vs SOXQ
+49.6%
-53.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.7% | -6.9% | -2.2% |
| 7D | -2.0% | +2.9% | -4.8% | -2.7% |
| 30D | -4.4% | -13.6% | +9.2% | -1.8% |
| 3M | -8.8% | -12.5% | +3.7% | -6.7% |
| 6M | -15.9% | -12.4% | -3.5% | -15.5% |
| YTD | -7.7% | +49.6% | -57.2% | -18.4% |
| 1Y | -3.6% | +52.0% | -55.6% | -15.3% |
| All | -3.6% | +49.6% | -53.2% | -15.3% |
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