+227.7%
GDX vs ASX
+472.4%
-244.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.1% | -6.9% | -2.4% |
| 7D | +4.0% | +6.3% | -2.4% | +2.3% |
| 30D | +9.5% | +6.4% | +3.1% | +7.6% |
| 3M | +25.1% | +13.1% | +11.9% | +19.5% |
| 6M | -2.9% | +90.3% | -93.2% | -18.8% |
| YTD | +14.7% | +149.6% | -134.9% | -9.8% |
| 1Y | +47.4% | +249.2% | -201.8% | +7.3% |
| 3Y | +259.7% | +445.9% | -186.2% | +131.1% |
| 5Y | +227.7% | +477.7% | -250.1% | +89.1% |
| All | +227.7% | +472.4% | -244.8% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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