+213.0%
GLDM vs SUI
+57.2%
+155.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -2.0% | -2.4% | +0.5% | -1.8% |
| 30D | -4.4% | +3.3% | -7.8% | -4.7% |
| 3M | -8.8% | +0.7% | -9.5% | -8.9% |
| 6M | -15.9% | -4.1% | -11.7% | -15.7% |
| YTD | -7.7% | -1.8% | -5.9% | -7.7% |
| 1Y | -3.6% | -4.1% | +0.5% | -3.4% |
| 3Y | +105.2% | +17.4% | +87.8% | +101.5% |
| 5Y | +112.8% | -27.0% | +139.8% | +114.6% |
| All | +213.0% | +57.2% | +155.9% | +212.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling