+222.0%
GLDM vs SPXU
-98.7%
+320.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.2% | -12.4% | +1.3% |
| 7D | +1.9% | +14.2% | -12.3% | +2.4% |
| 30D | -1.7% | +19.3% | -21.0% | -1.0% |
| 3M | -3.5% | +16.2% | -19.7% | -2.9% |
| 6M | -10.1% | -3.5% | -6.6% | -9.9% |
| YTD | -5.0% | -19.2% | +14.2% | -5.3% |
| 1Y | +2.8% | -20.7% | +23.4% | +2.5% |
| 3Y | +105.1% | -79.5% | +184.6% | +99.6% |
| 5Y | +124.3% | -81.7% | +206.0% | +118.4% |
| All | +222.0% | -98.7% | +320.7% | +202.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling