+38.4%
LUV vs GLDM
-8.0%
+46.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | +1.1% | -4.6% | +5.7% | +2.4% |
| 30D | +14.2% | -5.5% | +19.7% | +15.8% |
| 3M | +0.6% | -10.9% | +11.5% | +3.3% |
| 6M | +15.1% | -17.3% | +32.4% | +19.5% |
| YTD | +10.2% | -10.2% | +20.4% | +14.2% |
| 1Y | +38.4% | -6.9% | +45.4% | +40.5% |
| All | +38.4% | -8.0% | +46.4% | +40.5% |
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