+32.6%
SMH vs GLDM
+1.8%
+30.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +4.0% |
| 7D | -11.2% | +4.7% | -15.9% | -13.3% |
| 30D | -25.8% | -0.9% | -24.9% | -25.4% |
| 3M | -18.8% | -4.3% | -14.5% | -17.2% |
| 6M | -15.6% | -13.4% | -2.2% | -10.5% |
| YTD | +28.8% | -5.8% | +34.6% | +33.9% |
| 1Y | +32.6% | +2.1% | +30.5% | +26.7% |
| All | +32.6% | +1.8% | +30.8% | +26.7% |
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 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