+192.3%
GDX vs ACHR
-43.7%
+236.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | +18.6% | +9.8% | +8.8% | +17.5% |
| 3M | +14.9% | -10.5% | +25.4% | +15.2% |
| 6M | -6.3% | -15.5% | +9.3% | -5.7% |
| YTD | +15.7% | -24.1% | +39.8% | +17.1% |
| 1Y | +54.8% | -32.4% | +87.3% | +57.3% |
| 3Y | +253.4% | -11.6% | +265.0% | +236.1% |
| 5Y | +219.7% | -42.9% | +262.6% | +187.2% |
| All | +192.3% | -43.7% | +236.1% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 all: compounded portfolio wealth divided by compounded ACHR 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…
all analysis · Full analysis span regression · 6 months rolling