+6.8%
NOW vs GLDM
+143.3%
-136.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +20.5% | +4.4% | +16.1% | +20.1% |
| 3M | +18.3% | -1.1% | +19.4% | +18.4% |
| 6M | +24.1% | -13.7% | +37.7% | +25.2% |
| YTD | -7.8% | +2.8% | -10.6% | -9.3% |
| 1Y | -21.4% | +24.8% | -46.2% | -25.4% |
| 3Y | +19.5% | +127.8% | -108.3% | -2.2% |
| All | +6.8% | +143.3% | -136.5% | -20.9% |
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