+185.4%
GDX vs ARWR
-28.9%
+214.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +2.0% |
| 7D | +13.6% | -2.9% | +16.5% | +14.0% |
| 30D | +2.5% | -5.4% | +7.9% | +3.1% |
| 3M | +4.4% | -32.2% | +36.6% | +9.1% |
| 6M | -5.2% | -26.5% | +21.3% | -2.2% |
| YTD | +2.1% | -12.4% | +14.5% | +3.1% |
| 1Y | +24.7% | +46.9% | -22.2% | +19.0% |
| 3Y | +211.3% | +116.0% | +95.3% | +175.5% |
| All | +185.4% | -28.9% | +214.3% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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