+58.8%
QQQI vs GLDM
+116.0%
-57.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | +1.0% | +4.4% | -3.4% | +0.3% |
| 3M | -1.2% | -1.1% | -0.1% | -1.3% |
| 6M | +11.6% | -13.7% | +25.3% | +12.9% |
| YTD | +11.7% | +2.8% | +8.9% | +11.2% |
| 1Y | +18.7% | +24.8% | -6.2% | +16.0% |
| All | +58.8% | +116.0% | -57.3% | +44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling