+227.7%
GDX vs AEIS
+228.8%
-1.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.6% | -1.4% |
| 7D | +4.0% | +8.1% | -4.2% | +2.3% |
| 30D | +9.5% | -11.1% | +20.6% | +11.8% |
| 3M | +25.1% | -5.6% | +30.7% | +24.4% |
| 6M | -2.9% | -0.6% | -2.3% | -4.7% |
| YTD | +14.7% | +38.0% | -23.3% | +6.0% |
| 1Y | +47.4% | +87.2% | -39.8% | +29.0% |
| 3Y | +259.7% | +179.7% | +80.0% | +184.0% |
| 5Y | +227.7% | +241.7% | -14.1% | +149.4% |
| All | +227.7% | +228.8% | -1.2% | +149.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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