+40.2%
GDX vs AGI
+9.2%
+31.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.5% |
| 7D | -2.2% | -2.7% | +0.6% | +0.1% |
| 30D | +6.8% | +7.2% | -0.5% | +1.0% |
| 3M | +24.9% | +4.3% | +20.7% | +19.5% |
| 6M | -4.2% | -27.1% | +22.9% | +22.4% |
| YTD | +13.2% | -6.6% | +19.8% | +17.2% |
| 1Y | +40.2% | +9.5% | +30.7% | +27.7% |
| All | +40.2% | +9.2% | +31.0% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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