+58.6%
QQQI vs GLDM
+112.3%
-53.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +0.2% | +0.3% | -0.1% | +0.1% |
| 3M | +1.5% | +0.7% | +0.8% | +1.2% |
| 6M | +13.2% | -15.4% | +28.7% | +14.9% |
| YTD | +11.6% | +1.0% | +10.6% | +11.4% |
| 1Y | +18.0% | +19.7% | -1.8% | +15.9% |
| All | +58.6% | +112.3% | -53.7% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling