-7.8%
NVTS vs GLDM
+148.1%
-155.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.9% |
| 7D | +2.7% | -0.5% | +3.2% | +3.1% |
| 30D | -4.5% | +4.4% | -8.9% | -7.2% |
| 3M | -61.5% | -1.1% | -60.5% | -61.0% |
| 6M | +28.0% | -13.7% | +41.7% | +40.1% |
| YTD | +65.3% | +2.8% | +62.5% | +67.1% |
| 1Y | +113.0% | +24.8% | +88.1% | +107.8% |
| 3Y | +34.7% | +127.8% | -93.1% | +2.6% |
| All | -7.8% | +148.1% | -155.9% | -36.4% |
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