+19.3%
XLK vs GLDM
-3.6%
+22.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.6% |
| 7D | -1.2% | -2.0% | +0.7% | -0.6% |
| 30D | -11.2% | -4.4% | -6.8% | -10.0% |
| 3M | -6.2% | -8.8% | +2.7% | -3.7% |
| 6M | -1.7% | -15.9% | +14.1% | +2.3% |
| YTD | +21.5% | -7.7% | +29.2% | +26.6% |
| All | +19.3% | -3.6% | +22.9% | +22.2% |
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