+233.6%
GDX vs AMP
+120.7%
+112.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.2% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | +9.9% | -1.0% | +10.9% | +10.1% |
| 3M | +28.2% | +23.2% | +5.0% | +23.3% |
| 6M | -2.9% | +20.4% | -23.3% | -6.3% |
| YTD | +16.0% | +13.6% | +2.3% | +12.8% |
| 1Y | +49.9% | +13.4% | +36.5% | +45.6% |
| 3Y | +263.6% | +66.5% | +197.1% | +217.2% |
| 5Y | +233.6% | +120.2% | +113.3% | +169.6% |
| All | +233.6% | +120.7% | +112.9% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 5y: compounded portfolio wealth divided by compounded AMP 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…
5y analysis · Full analysis span regression · 6 months rolling