+1,532.6%
SMCI vs GLDM
+248.1%
+1,284.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +5.0% |
| 7D | +6.8% | -0.5% | +7.3% | +7.0% |
| 30D | +30.6% | +4.4% | +26.2% | +28.0% |
| 3M | -15.6% | -1.1% | -14.5% | -14.8% |
| 6M | +21.3% | -13.7% | +34.9% | +28.0% |
| YTD | +35.3% | +2.8% | +32.5% | +36.6% |
| 1Y | -2.7% | +24.8% | -27.6% | -6.7% |
| 3Y | +40.3% | +127.8% | -87.5% | +12.4% |
| 5Y | +941.8% | +141.1% | +800.7% | +708.2% |
| All | +1,532.6% | +248.1% | +1,284.4% | +1,184.7% |
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