+214.2%
GDX vs AEE
+393.3%
-179.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +18.6% | -2.3% | +20.9% | +19.6% |
| 3M | +14.9% | +0.2% | +14.7% | +14.3% |
| 6M | -6.3% | -4.7% | -1.5% | -4.9% |
| YTD | +15.7% | +8.1% | +7.6% | +11.5% |
| 1Y | +54.8% | +8.5% | +46.3% | +48.9% |
| 3Y | +253.4% | +48.9% | +204.6% | +196.6% |
| 5Y | +219.7% | +39.9% | +179.7% | +173.7% |
| 10Y | +300.2% | +186.5% | +113.7% | +133.7% |
| All | +214.2% | +393.3% | -179.1% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling