+43.1%
XBI vs GLDM
+1.2%
+41.9%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.5% |
| 7D | +3.2% | +5.0% | -1.8% | +1.6% |
| 30D | +2.0% | -1.3% | +3.3% | +2.4% |
| 3M | -0.3% | -4.7% | +4.4% | +1.2% |
| 6M | +16.6% | -12.4% | +29.0% | +20.7% |
| YTD | +28.8% | -4.1% | +32.9% | +32.7% |
| All | +43.1% | +1.2% | +41.9% | +47.4% |
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