+538.5%
SMCI vs GLDM
+121.8%
+416.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.6% |
| 7D | -12.7% | +4.7% | -17.4% | -15.2% |
| 30D | -36.0% | -0.9% | -35.1% | -35.7% |
| 3M | -2.1% | -4.3% | +2.2% | +0.3% |
| 6M | -17.0% | -13.4% | -3.6% | -10.4% |
| YTD | -1.7% | -5.8% | +4.1% | +4.7% |
| 1Y | -28.7% | +2.1% | -30.8% | -25.4% |
| 3Y | +13.9% | +105.0% | -91.2% | -2.2% |
| All | +538.5% | +121.8% | +416.8% | +410.0% |
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