+216.7%
SMH vs GLDM
+121.8%
+95.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +3.9% |
| 7D | -11.2% | +4.7% | -15.9% | -12.7% |
| 30D | -25.8% | -0.9% | -24.9% | -25.5% |
| 3M | -18.8% | -4.3% | -14.5% | -17.6% |
| 6M | -15.6% | -13.4% | -2.2% | -11.8% |
| YTD | +28.8% | -5.8% | +34.6% | +31.8% |
| 1Y | +32.6% | +2.1% | +30.5% | +32.9% |
| 3Y | +213.6% | +105.0% | +108.6% | +156.3% |
| All | +216.7% | +121.8% | +95.0% | +135.0% |
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