+227.7%
GDX vs A
-14.2%
+241.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.1% |
| 7D | +4.0% | -2.1% | +6.0% | +4.5% |
| 30D | +9.5% | +0.6% | +8.9% | +9.4% |
| 3M | +25.1% | +10.9% | +14.2% | +21.8% |
| 6M | -2.9% | +28.2% | -31.1% | -9.3% |
| YTD | +14.7% | +8.6% | +6.2% | +11.7% |
| 1Y | +47.4% | +15.5% | +31.9% | +40.7% |
| 3Y | +259.7% | +31.8% | +227.9% | +224.9% |
| 5Y | +227.7% | -14.9% | +242.5% | +195.7% |
| All | +227.7% | -14.2% | +241.9% | +195.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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