+248.5%
GLDM vs XHB
+178.5%
+70.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | -0.5% | -1.3% | +0.8% | -0.4% |
| 30D | +4.4% | -6.9% | +11.3% | +4.9% |
| 3M | -1.1% | -1.3% | +0.2% | -1.0% |
| 6M | -13.7% | -6.8% | -6.9% | -13.4% |
| YTD | +2.8% | +0.7% | +2.0% | +2.6% |
| 1Y | +24.8% | -11.2% | +36.1% | +25.5% |
| 3Y | +127.8% | +25.3% | +102.5% | +123.9% |
| 5Y | +141.1% | +37.3% | +103.8% | +134.4% |
| All | +248.5% | +178.5% | +70.0% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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