+248.5%
GLDM vs UUUU
+623.5%
-375.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | -0.5% | -1.4% | +0.8% | -0.5% |
| 30D | +4.4% | +16.3% | -11.9% | +3.5% |
| 3M | -1.1% | -16.7% | +15.6% | -0.4% |
| 6M | -13.7% | -33.7% | +20.0% | -12.4% |
| YTD | +2.8% | -0.5% | +3.2% | +2.5% |
| 1Y | +24.8% | +28.9% | -4.0% | +22.8% |
| 3Y | +127.8% | +99.9% | +27.9% | +117.5% |
| 5Y | +141.1% | +135.3% | +5.9% | +127.2% |
| All | +248.5% | +623.5% | -375.0% | +225.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling