+29.0%
NFLX vs GLDM
+143.3%
-114.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.2% |
| 7D | -4.2% | -0.5% | -3.7% | -4.2% |
| 30D | +5.5% | +4.4% | +1.1% | +4.6% |
| 3M | -4.1% | -1.1% | -3.0% | -4.1% |
| 6M | -20.7% | -13.7% | -7.0% | -18.9% |
| YTD | -16.5% | +2.8% | -19.3% | -18.3% |
| 1Y | -37.8% | +24.8% | -62.6% | -42.1% |
| 3Y | +77.9% | +127.8% | -49.9% | +38.6% |
| All | +29.0% | +143.3% | -114.3% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling