+214.2%
GDX vs AEIS
+1,916.0%
-1,701.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.6% |
| 7D | -0.4% | +3.0% | -3.4% | -0.9% |
| 30D | +18.6% | -14.6% | +33.3% | +21.5% |
| 3M | +14.9% | -12.4% | +27.3% | +16.1% |
| 6M | -6.3% | -15.0% | +8.7% | -5.1% |
| YTD | +15.7% | +34.3% | -18.6% | +8.6% |
| 1Y | +54.8% | +87.4% | -32.5% | +37.4% |
| 3Y | +253.4% | +139.8% | +113.7% | +194.2% |
| 5Y | +219.7% | +220.7% | -1.1% | +149.4% |
| 10Y | +300.2% | +531.6% | -231.4% | +159.8% |
| All | +214.2% | +1,916.0% | -1,701.9% | +28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling