+219.3%
GLDM vs SUI
+61.1%
+158.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.2% | -1.5% | +3.3% |
| 7D | -0.3% | +10.0% | -10.3% | -0.9% |
| 30D | -1.9% | +8.4% | -10.3% | -2.5% |
| 3M | -0.4% | +0.7% | -1.1% | -0.5% |
| 6M | -10.1% | -0.9% | -9.1% | -10.1% |
| YTD | -5.8% | +0.6% | -6.5% | -6.0% |
| 1Y | +3.1% | +0.8% | +2.3% | +2.9% |
| 3Y | +103.4% | +15.5% | +87.9% | +99.9% |
| 5Y | +125.5% | -25.9% | +151.4% | +127.2% |
| All | +219.3% | +61.1% | +158.2% | +218.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling