+134.9%
GLDM vs SOXQ
+283.8%
-148.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.2% | -1.2% |
| 7D | -0.5% | +2.3% | -2.9% | -0.7% |
| 30D | +4.4% | -2.3% | +6.7% | +4.6% |
| 3M | -1.1% | -13.8% | +12.7% | -0.2% |
| 6M | -13.7% | +48.6% | -62.3% | -16.3% |
| YTD | +2.8% | +66.0% | -63.2% | -0.9% |
| 1Y | +24.8% | +107.9% | -83.0% | +19.1% |
| 3Y | +127.8% | +224.1% | -96.3% | +111.9% |
| 5Y | +141.1% | +256.6% | -115.4% | +117.2% |
| All | +134.9% | +283.8% | -148.8% | +110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling