-28.7%
SMCI vs GLDM
+1.8%
-30.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.9% |
| 7D | -12.7% | +4.7% | -17.4% | -17.0% |
| 30D | -36.0% | -0.9% | -35.1% | -35.6% |
| 3M | -2.1% | -4.3% | +2.2% | +1.7% |
| 6M | -17.0% | -13.4% | -3.6% | -5.1% |
| YTD | -1.7% | -5.8% | +4.1% | +13.5% |
| 1Y | -28.7% | +2.1% | -30.8% | -23.5% |
| All | -28.7% | +1.8% | -30.5% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling