+124.3%
GLDM vs TECH
-39.6%
+163.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | -1.7% | +0.3% | -2.0% | -1.7% |
| 3M | -3.5% | +1.0% | -4.6% | -3.6% |
| 6M | -10.1% | +28.6% | -38.6% | -11.2% |
| YTD | -5.0% | +24.1% | -29.1% | -6.2% |
| 1Y | +2.8% | +21.9% | -19.1% | +1.6% |
| 3Y | +105.1% | +25.7% | +79.4% | +102.1% |
| 5Y | +124.3% | -40.2% | +164.5% | +127.2% |
| All | +124.3% | -39.6% | +163.9% | +127.2% |
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