-55.6%
NVTS vs GLDM
+107.1%
-162.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | +3.9% | -4.6% | +8.6% | +7.9% |
| 30D | -4.3% | -5.5% | +1.1% | 0.0% |
| 3M | -34.5% | -10.9% | -23.6% | -28.2% |
| 6M | -57.7% | -17.3% | -40.4% | -51.2% |
| YTD | +25.4% | -10.2% | +35.5% | +40.7% |
| 1Y | +13.1% | -6.9% | +20.1% | +24.8% |
| 3Y | +48.9% | +98.7% | -49.7% | +26.9% |
| All | -55.6% | +107.1% | -162.7% | -67.8% |
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