+194.2%
GDX vs A
+16.0%
+178.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.1% | +1.3% | +3.6% |
| 7D | +15.6% | +4.8% | +10.8% | +14.1% |
| 30D | +2.4% | +5.6% | -3.2% | +0.9% |
| 3M | +1.7% | +23.6% | -21.9% | -3.9% |
| 6M | -3.3% | +56.4% | -59.7% | -14.5% |
| YTD | +6.6% | +33.4% | -26.8% | -2.0% |
| 1Y | +27.0% | +23.7% | +3.3% | +19.0% |
| 3Y | +243.4% | +71.0% | +172.4% | +187.3% |
| 5Y | +194.2% | +16.8% | +177.3% | +162.9% |
| All | +194.2% | +16.0% | +178.2% | +162.9% |
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