+52.5%
SOXX vs GLDM
+2.8%
+49.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.8% | -5.2% |
| 7D | -13.7% | -0.3% | -13.4% | -13.5% |
| 30D | -23.6% | -1.9% | -21.7% | -22.7% |
| 3M | -16.9% | -0.4% | -16.5% | -16.8% |
| 6M | -2.4% | -10.1% | +7.7% | +3.0% |
| YTD | +49.8% | -5.8% | +55.7% | +55.6% |
| 1Y | +52.5% | +3.1% | +49.4% | +40.6% |
| All | +52.5% | +2.8% | +49.8% | +40.6% |
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