+225.3%
GLDM vs UUUU
+265.5%
-40.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.8% | -7.9% | +1.3% |
| 7D | +5.0% | -1.1% | +6.1% | +5.0% |
| 30D | -1.3% | -26.6% | +25.3% | +0.3% |
| 3M | -4.7% | -48.3% | +43.6% | -1.4% |
| 6M | -12.4% | -65.8% | +53.4% | -7.7% |
| YTD | -4.1% | -49.7% | +45.7% | -0.8% |
| 1Y | +3.3% | -53.3% | +56.6% | +6.9% |
| 3Y | +110.9% | -7.4% | +118.3% | +109.3% |
| 5Y | +124.8% | -33.4% | +158.1% | +122.1% |
| All | +225.3% | +265.5% | -40.2% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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