+23.5%
XBI vs GLDM
+143.3%
-119.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +7.1% | +4.4% | +2.7% | +6.0% |
| 3M | +22.9% | -1.1% | +24.0% | +23.0% |
| 6M | +29.7% | -13.7% | +43.4% | +33.2% |
| YTD | +34.5% | +2.8% | +31.7% | +33.3% |
| 1Y | +76.1% | +24.8% | +51.2% | +67.9% |
| 3Y | +103.2% | +127.8% | -24.6% | +67.7% |
| All | +23.5% | +143.3% | -119.8% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling