+44.9%
AMZN vs GDX
+228.6%
-183.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.0% |
| 7D | -1.0% | +1.9% | -2.9% | -1.3% |
| 30D | -9.2% | +9.9% | -19.2% | -10.8% |
| 3M | +3.4% | +28.2% | -24.8% | -1.5% |
| 6M | +18.2% | -2.9% | +21.1% | +17.8% |
| YTD | +9.3% | +16.0% | -6.6% | +4.7% |
| 1Y | +5.9% | +49.9% | -43.9% | -4.3% |
| 3Y | +82.6% | +263.6% | -181.0% | +27.9% |
| 5Y | +44.9% | +233.6% | -188.7% | +0.4% |
| All | +44.9% | +228.6% | -183.8% | +0.4% |
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