+296.0%
GDX vs AU
+699.0%
-403.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | -2.2% | -4.3% | +2.1% | +0.6% |
| 30D | +6.8% | +7.3% | -0.6% | +2.0% |
| 3M | +24.9% | +26.3% | -1.4% | +7.5% |
| 6M | -4.2% | +1.8% | -6.0% | -5.8% |
| YTD | +13.2% | +26.8% | -13.6% | -3.0% |
| 1Y | +40.2% | +66.7% | -26.5% | +0.9% |
| 3Y | +249.6% | +579.1% | -329.5% | -1.6% |
| 5Y | +230.4% | +689.3% | -459.0% | -19.2% |
| All | +296.0% | +699.0% | -403.0% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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