+307.6%
NDAQ vs GLDM
+216.5%
+91.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +1.7% |
| 7D | +2.9% | +2.9% | 0.0% | +2.6% |
| 30D | +17.5% | -3.9% | +21.4% | +17.9% |
| 3M | +15.4% | -8.1% | +23.6% | +16.3% |
| 6M | +24.6% | -14.7% | +39.3% | +26.3% |
| YTD | +14.4% | -6.6% | +21.0% | +14.3% |
| 1Y | +26.9% | -2.1% | +29.0% | +26.0% |
| 3Y | +119.8% | +107.7% | +12.1% | +92.3% |
| 5Y | +70.5% | +116.5% | -46.0% | +45.9% |
| All | +307.6% | +216.5% | +91.2% | +269.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling