+58.2%
QQQI vs GLDM
+114.3%
-56.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | +0.8% | +0.2% | +0.7% | +0.8% |
| 30D | +0.2% | +0.3% | -0.1% | +0.1% |
| 3M | +2.3% | +3.3% | -1.0% | +1.7% |
| 6M | +11.6% | -14.5% | +26.1% | +13.0% |
| YTD | +11.3% | +1.9% | +9.4% | +11.0% |
| 1Y | +17.4% | +21.1% | -3.7% | +15.1% |
| All | +58.2% | +114.3% | -56.1% | +43.7% |
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