+56.8%
QQQI vs GLDM
+110.6%
-53.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | -1.0% | -3.4% | +2.4% | -0.5% |
| 30D | -0.6% | -1.1% | +0.5% | -0.4% |
| 3M | +3.4% | +5.9% | -2.5% | +2.5% |
| 6M | +10.6% | -16.9% | +27.5% | +12.4% |
| YTD | +10.3% | +0.2% | +10.1% | +10.3% |
| 1Y | +16.3% | +18.6% | -2.2% | +14.4% |
| All | +56.8% | +110.6% | -53.8% | +42.8% |
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 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