+227.7%
GDX vs AAL
-33.9%
+261.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +4.0% | -0.3% | +4.3% | +4.0% |
| 30D | +9.5% | -19.0% | +28.5% | +11.8% |
| 3M | +25.1% | -5.1% | +30.2% | +25.5% |
| 6M | -2.9% | +15.5% | -18.4% | -4.4% |
| YTD | +14.7% | -15.8% | +30.5% | +15.4% |
| 1Y | +47.4% | -0.3% | +47.7% | +46.2% |
| 3Y | +259.7% | -7.7% | +267.3% | +250.6% |
| 5Y | +227.7% | -32.5% | +260.2% | +219.0% |
| All | +227.7% | -33.9% | +261.6% | +219.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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