+21.1%
GLDM vs ZYBT
-80.9%
+102.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +0.9% |
| 7D | +0.2% | -3.7% | +3.8% | +0.2% |
| 30D | +0.3% | -12.8% | +13.0% | +0.3% |
| 3M | +3.3% | +76.2% | -72.9% | +3.7% |
| 6M | -14.5% | +109.3% | -123.8% | -14.4% |
| YTD | +1.9% | +36.5% | -34.6% | +3.1% |
| 1Y | +21.1% | -84.0% | +105.1% | +26.9% |
| All | +21.1% | -80.9% | +102.0% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling