-80.5%
SMR vs GLDM
-2.5%
-78.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -1.3% |
| 7D | -2.8% | +2.9% | -5.7% | -6.2% |
| 30D | -27.5% | -3.9% | -23.6% | -24.4% |
| 3M | -43.1% | -8.1% | -35.0% | -37.8% |
| 6M | -58.4% | -14.7% | -43.7% | -50.6% |
| YTD | -63.2% | -6.6% | -56.6% | -61.9% |
| All | -80.5% | -2.5% | -78.0% | -82.6% |
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