+523.6%
SMCI vs GLDM
+107.1%
+416.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | -6.6% | -4.6% | -2.0% | -4.0% |
| 30D | -24.9% | -5.5% | -19.4% | -22.6% |
| 3M | -31.4% | -10.9% | -20.5% | -26.9% |
| 6M | -16.0% | -17.3% | +1.3% | -6.9% |
| YTD | -8.2% | -10.2% | +2.0% | +0.5% |
| 1Y | -23.4% | -6.9% | -16.5% | -16.9% |
| 3Y | +5.0% | +98.7% | -93.6% | -7.8% |
| All | +523.6% | +107.1% | +416.5% | +410.8% |
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