+40.2%
GDX vs AEE
+8.8%
+31.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.1% |
| 7D | -2.2% | -0.8% | -1.4% | -2.0% |
| 30D | +6.8% | -2.9% | +9.7% | +7.3% |
| 3M | +24.9% | -2.4% | +27.3% | +25.1% |
| 6M | -4.2% | -2.7% | -1.5% | -3.7% |
| YTD | +13.2% | +7.3% | +5.9% | +10.5% |
| 1Y | +40.2% | +7.5% | +32.7% | +36.6% |
| All | +40.2% | +8.8% | +31.4% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling