+104.1%
GLDM vs SPXU
-81.0%
+185.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -1.6% |
| 7D | -2.0% | +1.5% | -3.5% | -1.7% |
| 30D | -4.4% | +6.4% | -10.8% | -3.7% |
| 3M | -8.8% | +4.2% | -13.1% | -8.2% |
| 6M | -15.9% | -7.8% | -8.1% | -15.9% |
| YTD | -7.7% | -27.5% | +19.8% | -9.1% |
| 1Y | -3.6% | -27.1% | +23.6% | -5.0% |
| All | +104.1% | -81.0% | +185.1% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling