+121.8%
GLDM vs TECH
-40.1%
+161.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +4.7% | +0.2% | +4.5% | +4.7% |
| 30D | -0.9% | +0.3% | -1.2% | -0.9% |
| 3M | -4.3% | +1.3% | -5.6% | -4.4% |
| 6M | -13.4% | +54.0% | -67.4% | -15.0% |
| YTD | -5.8% | +24.3% | -30.1% | -7.0% |
| 1Y | +2.1% | +25.8% | -23.7% | +0.7% |
| 3Y | +105.0% | +26.0% | +79.1% | +102.1% |
| All | +121.8% | -40.1% | +161.9% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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