+326.3%
GDX vs ALLE
+211.7%
+114.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -6.8% | +3.6% | -10.4% | -7.4% |
| 30D | -2.1% | +25.9% | -28.0% | -6.5% |
| 3M | -7.5% | +15.8% | -23.3% | -10.2% |
| 6M | -15.2% | +48.1% | -63.2% | -21.5% |
| YTD | -4.8% | +22.0% | -26.8% | -8.8% |
| 1Y | +6.7% | +18.0% | -11.3% | +2.8% |
| 3Y | +212.7% | +93.1% | +119.7% | +175.7% |
| 5Y | +151.7% | +52.1% | +99.6% | +125.3% |
| All | +326.3% | +211.7% | +114.6% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling