+553.0%
AMZN vs GDX
+308.1%
+244.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.2% |
| 7D | -2.7% | -5.4% | +2.7% | -2.0% |
| 30D | -7.5% | +6.6% | -14.0% | -8.4% |
| 3M | +5.8% | +30.1% | -24.3% | +1.9% |
| 6M | +17.5% | -7.1% | +24.6% | +17.8% |
| YTD | +9.1% | +12.0% | -2.8% | +6.3% |
| 1Y | +9.4% | +41.2% | -31.8% | +2.8% |
| 3Y | +82.2% | +251.0% | -168.8% | +48.0% |
| 5Y | +45.2% | +226.7% | -181.5% | +17.5% |
| All | +553.0% | +308.1% | +244.9% | +440.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling