+116.5%
GLDM vs SPXU
-83.3%
+199.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -2.6% |
| 7D | +2.9% | +0.5% | +2.4% | +3.0% |
| 30D | -3.9% | +10.9% | -14.8% | -3.2% |
| 3M | -8.1% | +9.6% | -17.7% | -7.5% |
| 6M | -14.7% | -4.7% | -10.0% | -14.6% |
| YTD | -6.6% | -24.6% | +18.0% | -7.3% |
| 1Y | -2.1% | -24.7% | +22.7% | -2.8% |
| 3Y | +107.7% | -80.0% | +187.7% | +98.9% |
| 5Y | +116.5% | -83.5% | +200.0% | +104.4% |
| All | +116.5% | -83.3% | +199.8% | +104.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling