+169.7%
GDX vs AEIS
+1,562.2%
-1,392.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.5% | -6.0% | -2.2% |
| 7D | +0.7% | +9.5% | -8.7% | -1.1% |
| 30D | -3.8% | -17.5% | +13.8% | -1.4% |
| 3M | -5.4% | -29.3% | +23.8% | -0.9% |
| 6M | -12.7% | -34.7% | +22.0% | -8.2% |
| YTD | -0.7% | +10.7% | -11.4% | -4.6% |
| 1Y | +11.9% | +7.4% | +4.5% | +7.9% |
| 3Y | +223.9% | +161.1% | +62.8% | +164.6% |
| 5Y | +163.2% | +150.7% | +12.5% | +112.3% |
| 10Y | +349.2% | +360.8% | -11.7% | +204.9% |
| All | +169.7% | +1,562.2% | -1,392.5% | +12.7% |
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