+319.2%
GDX vs APD
+187.0%
+132.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.5% |
| 7D | +11.5% | -0.2% | +11.7% | +11.5% |
| 30D | -3.1% | +11.0% | -14.1% | -5.5% |
| 3M | -4.4% | +1.3% | -5.7% | -4.8% |
| 6M | -8.6% | +6.4% | -14.9% | -10.0% |
| YTD | +0.8% | +28.9% | -28.1% | -5.4% |
| 1Y | +14.7% | +23.2% | -8.6% | +8.6% |
| 3Y | +228.8% | +26.3% | +202.4% | +204.9% |
| 5Y | +173.4% | +12.0% | +161.3% | +157.1% |
| 10Y | +319.2% | +183.2% | +136.1% | +250.8% |
| All | +319.2% | +187.0% | +132.2% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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