+214.2%
GDX vs AGI
+405.4%
-191.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.2% |
| 7D | -0.4% | +0.6% | -1.0% | -0.7% |
| 30D | +18.6% | +18.2% | +0.4% | +8.6% |
| 3M | +14.9% | -4.1% | +19.0% | +17.8% |
| 6M | -6.3% | -28.7% | +22.5% | +13.1% |
| YTD | +15.7% | -4.0% | +19.7% | +19.1% |
| 1Y | +54.8% | +17.4% | +37.4% | +43.6% |
| 3Y | +253.4% | +203.0% | +50.4% | +100.2% |
| 5Y | +219.7% | +376.7% | -157.0% | +43.7% |
| 10Y | +300.2% | +407.5% | -107.3% | +54.4% |
| All | +214.2% | +405.4% | -191.2% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling