+119.0%
LITE vs GLDM
+2.8%
+116.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.8% | -19.5% | -19.1% |
| 7D | -44.6% | +1.9% | -46.5% | -45.2% |
| 30D | -55.0% | -1.7% | -53.3% | -54.5% |
| 3M | -38.3% | -3.5% | -34.8% | -36.9% |
| 6M | -48.8% | -10.1% | -38.7% | -46.1% |
| YTD | +38.3% | -5.0% | +43.3% | +22.1% |
| 1Y | +119.0% | +2.8% | +116.2% | +55.1% |
| All | +119.0% | +2.8% | +116.2% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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