+138.2%
QQQM vs GLDM
+110.4%
+27.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.1% |
| 7D | -1.5% | +2.9% | -4.4% | -2.1% |
| 30D | -10.2% | -3.9% | -6.3% | -9.5% |
| 3M | -6.3% | -8.1% | +1.8% | -4.8% |
| 6M | -4.9% | -14.7% | +9.8% | -2.3% |
| YTD | +10.3% | -6.6% | +16.8% | +11.3% |
| 1Y | +8.8% | -2.1% | +10.9% | +8.9% |
| 3Y | +81.8% | +107.7% | -25.9% | +54.3% |
| 5Y | +79.1% | +116.5% | -37.4% | +45.8% |
| All | +138.2% | +110.4% | +27.7% | +93.9% |
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