+109.8%
AAPL vs GDX
+228.6%
-118.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -3.0% | +1.9% | -4.8% | -3.2% |
| 30D | +2.3% | +9.9% | -7.6% | +1.0% |
| 3M | +8.6% | +28.2% | -19.6% | +5.0% |
| 6M | +21.6% | -2.9% | +24.5% | +21.1% |
| YTD | +16.3% | +16.0% | +0.3% | +12.6% |
| 1Y | +35.1% | +49.9% | -14.8% | +25.5% |
| 3Y | +79.4% | +263.6% | -184.2% | +43.0% |
| 5Y | +109.8% | +233.6% | -123.7% | +68.9% |
| All | +109.8% | +228.6% | -118.8% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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