+53.3%
QQQI vs GLDM
+88.6%
-35.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +0.2% |
| 7D | +5.6% | -5.5% | +11.1% | +6.6% |
| 30D | -6.5% | -7.0% | +0.5% | -5.4% |
| 3M | -3.4% | -12.3% | +8.9% | -1.4% |
| 6M | -1.6% | -17.9% | +16.3% | +0.9% |
| YTD | +7.8% | -10.3% | +18.1% | +9.7% |
| 1Y | +8.1% | -7.8% | +15.8% | +9.6% |
| All | +53.3% | +88.6% | -35.3% | +42.0% |
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