-80.9%
SMR vs GLDM
+1.2%
-82.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.9% | +5.2% | +5.1% |
| 7D | +1.7% | +5.0% | -3.3% | -3.9% |
| 30D | -24.4% | -1.3% | -23.1% | -23.4% |
| 3M | -44.6% | -4.7% | -39.9% | -41.9% |
| 6M | -56.7% | -12.4% | -44.3% | -50.0% |
| YTD | -61.6% | -4.1% | -57.6% | -61.4% |
| All | -80.9% | +1.2% | -82.1% | -83.5% |
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