+41.6%
SMH vs GLDM
-6.3%
+47.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.3% |
| 7D | +12.1% | -5.5% | +17.6% | +15.0% |
| 30D | -14.7% | -7.0% | -7.7% | -11.7% |
| 3M | -14.2% | -12.3% | -1.9% | -8.9% |
| 6M | -10.6% | -17.9% | +7.3% | -3.0% |
| YTD | +39.3% | -10.3% | +49.6% | +50.3% |
| 1Y | +41.6% | -7.8% | +49.3% | +48.6% |
| All | +41.6% | -6.3% | +47.9% | +48.6% |
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