+55.7%
SOXX vs GLDM
-6.3%
+62.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +1.2% |
| 7D | +17.5% | -5.5% | +23.0% | +21.0% |
| 30D | -14.5% | -7.0% | -7.5% | -11.1% |
| 3M | -14.9% | -12.3% | -2.6% | -8.9% |
| 6M | -9.8% | -17.9% | +8.1% | -1.0% |
| YTD | +54.7% | -10.3% | +64.9% | +67.8% |
| 1Y | +55.7% | -7.8% | +63.4% | +62.5% |
| All | +55.7% | -6.3% | +62.0% | +62.5% |
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